+43.6%
EPR vs VOO
+315.3%
-271.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.1% |
| 7D | +0.1% | -0.4% | +0.5% | +0.5% |
| 30D | -0.7% | -1.4% | +0.7% | +0.8% |
| 3M | +2.7% | +3.7% | -1.1% | -2.0% |
| 6M | +6.6% | +13.0% | -6.4% | -8.0% |
| YTD | +24.8% | +12.4% | +12.4% | +7.9% |
| 1Y | +15.2% | +18.6% | -3.4% | -6.6% |
| 3Y | +66.9% | +78.1% | -11.1% | -19.5% |
| 5Y | +73.4% | +82.3% | -8.9% | -20.0% |
| 10Y | +43.6% | +322.5% | -278.9% | -70.9% |
| All | +43.6% | +315.3% | -271.7% | -70.9% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling