+176.3%
EPRX vs VOO
+51.2%
+125.1%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.7% | +4.7% |
| 7D | +18.3% | +2.6% | +15.7% | +15.9% |
| 30D | +23.7% | -2.0% | +25.7% | +26.0% |
| 3M | +22.2% | -2.8% | +25.0% | +25.3% |
| 6M | +7.9% | +2.2% | +5.8% | +6.6% |
| YTD | +7.9% | +11.5% | -3.6% | -0.5% |
| 1Y | +28.5% | +13.5% | +15.1% | +17.3% |
| All | +176.3% | +51.2% | +125.1% | +119.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling