-98.6%
EPV vs VOO
+800.4%
-899.1%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.2% | -0.9% |
| 7D | -4.3% | +2.6% | -6.9% | +0.7% |
| 30D | -6.9% | -2.0% | -4.9% | -9.9% |
| 3M | +7.6% | -2.8% | +10.3% | +2.9% |
| 6M | -5.7% | +2.2% | -7.9% | +0.3% |
| YTD | -16.1% | +11.5% | -27.6% | +8.4% |
| 1Y | -21.0% | +13.5% | -34.5% | +5.9% |
| 3Y | -61.8% | +78.1% | -139.9% | +33.9% |
| 5Y | -62.1% | +73.1% | -135.3% | +50.9% |
| 10Y | -92.4% | +310.7% | -403.2% | +208.4% |
| All | -98.6% | +800.4% | -899.1% | +896.8% |
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 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