-60.6%
EPV vs VOO
+77.0%
-137.6%
-68.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +1.8% |
| 7D | +2.0% | -0.4% | +2.3% | +1.5% |
| 30D | +5.2% | -1.4% | +6.6% | +3.2% |
| 3M | -7.0% | +3.7% | -10.7% | -1.0% |
| 6M | -16.6% | +13.0% | -29.6% | +2.6% |
| YTD | -17.8% | +12.4% | -30.2% | +1.0% |
| 1Y | -27.1% | +18.6% | -45.7% | -3.2% |
| All | -60.6% | +77.0% | -137.6% | +7.8% |
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