+26.2%
VTV vs EPAM
-32.1%
+58.4%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.4% | +2.1% | -0.2% |
| 7D | +0.5% | +2.0% | -1.4% | +0.5% |
| 30D | +1.1% | +6.5% | -5.4% | +0.9% |
| 3M | +5.9% | +19.9% | -14.1% | +5.3% |
| 6M | +11.6% | -16.9% | +28.6% | +12.9% |
| YTD | +19.8% | -42.9% | +62.7% | +23.4% |
| 1Y | +26.2% | -30.4% | +56.6% | +27.0% |
| All | +26.2% | -32.1% | +58.4% | +27.0% |
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