+273.5%
EPU vs VOO
+802.4%
-528.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.1% |
| 7D | -1.8% | -2.0% | +0.1% | -0.4% |
| 30D | +1.1% | -1.7% | +2.7% | +2.3% |
| 3M | +13.7% | +4.7% | +8.9% | +10.0% |
| 6M | +6.2% | +12.6% | -6.3% | -2.0% |
| YTD | +27.5% | +11.8% | +15.8% | +18.4% |
| 1Y | +64.1% | +17.5% | +46.6% | +47.3% |
| 3Y | +227.5% | +77.0% | +150.5% | +119.0% |
| 5Y | +311.0% | +82.6% | +228.4% | +165.6% |
| 10Y | +277.2% | +320.0% | -42.8% | +28.2% |
| All | +273.5% | +802.4% | -528.9% | -35.6% |
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