+227.8%
VTV vs EPAM
+168.6%
+59.2%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.7% | -4.5% | -0.5% |
| 7D | 0.0% | +18.8% | -18.7% | -2.8% |
| 30D | +3.2% | +44.9% | -41.7% | -2.8% |
| 3M | +1.7% | +68.6% | -66.9% | -6.7% |
| 6M | +11.0% | +65.4% | -54.4% | +1.3% |
| YTD | +21.0% | -19.9% | +40.9% | +22.9% |
| 1Y | +24.3% | -10.0% | +34.3% | +23.7% |
| 3Y | +76.9% | -30.3% | +107.2% | +78.1% |
| 5Y | +76.9% | -75.7% | +152.6% | +108.4% |
| 10Y | +227.8% | +167.2% | +60.6% | +98.1% |
| All | +227.8% | +168.6% | +59.2% | +98.1% |
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