-62.4%
EPV vs VOO
+72.6%
-135.0%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.8% |
| 7D | -4.3% | +2.6% | -6.9% | -0.1% |
| 30D | -6.9% | -2.0% | -4.9% | -9.3% |
| 3M | +7.6% | -2.8% | +10.3% | +3.8% |
| 6M | -5.7% | +2.2% | -7.9% | -0.4% |
| YTD | -16.1% | +11.5% | -27.6% | +4.5% |
| 1Y | -21.0% | +13.5% | -34.5% | +1.4% |
| 3Y | -61.8% | +78.1% | -139.9% | +12.2% |
| All | -62.4% | +72.6% | -135.0% | +29.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling