-85.1%
EPOW vs VOO
+81.6%
-166.7%
-91.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.4% |
| 7D | -12.3% | -0.4% | -12.0% | -12.1% |
| 30D | -35.3% | -1.4% | -33.9% | -34.8% |
| 3M | -42.9% | +3.7% | -46.6% | -44.0% |
| 6M | -51.6% | +13.0% | -64.7% | -55.0% |
| YTD | -63.7% | +12.4% | -76.1% | -66.1% |
| 1Y | -58.0% | +18.6% | -76.6% | -62.1% |
| 3Y | -80.3% | +78.1% | -158.4% | -86.9% |
| 5Y | -85.1% | +82.3% | -167.4% | -90.3% |
| All | -85.1% | +81.6% | -166.7% | -90.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VOO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling