+242.3%
EPSN vs VOO
+325.3%
-83.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | +0.2% |
| 7D | +2.6% | -0.8% | +3.4% | +2.9% |
| 30D | +6.7% | -1.1% | +7.8% | +7.1% |
| 3M | +13.3% | +3.9% | +9.4% | +11.5% |
| 6M | +14.9% | +13.6% | +1.3% | +9.0% |
| YTD | +39.7% | +12.7% | +27.0% | +32.9% |
| 1Y | +20.3% | +17.6% | +2.7% | +12.6% |
| 3Y | +33.5% | +77.3% | -43.9% | +6.8% |
| 5Y | +48.8% | +84.1% | -35.4% | +16.1% |
| All | +242.3% | +325.3% | -83.0% | +101.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling