+812.9%
VGT vs EPAM
+63.0%
+749.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | 0.0% |
| 7D | +1.5% | -2.2% | +3.6% | +2.1% |
| 30D | +0.5% | +17.8% | -17.2% | -4.0% |
| 3M | +5.3% | +19.9% | -14.6% | -1.8% |
| 6M | +32.4% | -21.6% | +54.0% | +38.9% |
| YTD | +28.6% | -44.0% | +72.6% | +47.1% |
| 1Y | +37.6% | -30.5% | +68.1% | +46.6% |
| 3Y | +125.5% | -56.8% | +182.3% | +164.4% |
| 5Y | +135.2% | -81.7% | +216.9% | +237.2% |
| 10Y | +812.9% | +68.4% | +744.5% | +376.8% |
| All | +812.9% | +63.0% | +749.9% | +376.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EPAM.
Daily Out/Under-Performance
Portfolio return minus EPAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EPAM 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 EPAM 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