+66.9%
EPR vs VOO
+78.5%
-11.6%
-19.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.4% | +2.5% | +2.3% |
| 7D | +1.1% | +2.6% | -1.5% | -0.1% |
| 30D | +10.8% | -2.0% | +12.8% | +11.7% |
| 3M | -0.9% | -2.8% | +1.8% | +0.2% |
| 6M | +6.7% | +2.2% | +4.5% | +5.1% |
| YTD | +27.2% | +11.5% | +15.7% | +18.9% |
| 1Y | +26.2% | +13.5% | +12.7% | +16.6% |
| 3Y | +66.9% | +78.1% | -11.2% | +2.5% |
| All | +66.9% | +78.5% | -11.6% | +2.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling