+173.9%
EPRX vs VOO
+52.5%
+121.4%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.7% |
| 7D | +8.5% | -0.4% | +8.8% | +8.7% |
| 30D | +21.3% | -1.4% | +22.7% | +22.7% |
| 3M | +35.6% | +3.7% | +31.9% | +31.6% |
| 6M | +3.3% | +13.0% | -9.7% | -5.7% |
| YTD | +7.0% | +12.4% | -5.4% | -2.2% |
| 1Y | +51.9% | +18.6% | +33.3% | +35.2% |
| All | +173.9% | +52.5% | +121.4% | +115.3% |
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 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