+63.4%
VSH vs EPAM
-15.2%
+78.6%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.6% | -4.5% | -5.2% |
| 7D | -13.6% | +0.8% | -14.5% | -13.2% |
| 30D | -30.4% | +24.9% | -55.3% | -25.7% |
| 3M | -33.3% | +22.6% | -55.9% | -29.0% |
| 6M | -15.1% | +24.2% | -39.3% | -1.6% |
| YTD | +80.2% | -33.0% | +113.2% | +112.5% |
| 1Y | +63.4% | -13.3% | +76.7% | +62.7% |
| All | +63.4% | -15.2% | +78.6% | +62.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling