-91.7%
EPV vs VOO
+321.7%
-413.4%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +0.6% |
| 7D | +5.4% | -2.0% | +7.4% | +2.0% |
| 30D | +6.6% | -1.7% | +8.3% | +3.8% |
| 3M | -8.1% | +4.7% | -12.8% | +0.1% |
| 6M | -14.4% | +12.6% | -27.0% | +7.2% |
| YTD | -16.4% | +11.8% | -28.2% | +4.2% |
| 1Y | -26.5% | +17.5% | -44.1% | +0.2% |
| 3Y | -60.9% | +77.0% | -137.9% | +15.9% |
| 5Y | -63.9% | +82.6% | -146.5% | +35.1% |
| All | -91.7% | +321.7% | -413.4% | +88.1% |
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 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