+310.0%
VOO vs EPAM
+163.7%
+146.3%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.6% | +3.9% | +2.6% |
| 7D | +0.1% | +9.1% | -9.0% | -2.1% |
| 30D | -3.3% | +38.5% | -41.8% | -9.9% |
| 3M | -2.4% | +61.0% | -63.4% | -12.0% |
| 6M | +2.6% | +58.0% | -55.4% | -8.4% |
| YTD | +11.3% | -23.5% | +34.7% | +14.4% |
| 1Y | +13.4% | -10.5% | +24.0% | +12.6% |
| 3Y | +80.3% | -33.8% | +114.1% | +83.7% |
| 5Y | +72.7% | -78.1% | +150.8% | +119.7% |
| 10Y | +310.0% | +157.7% | +152.3% | +131.9% |
| All | +310.0% | +163.7% | +146.3% | +131.9% |
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