+146.3%
VXUS vs EPAM
+158.4%
-12.2%
-36.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EPAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.6% | -1.6% | -1.0% |
| 7D | +2.3% | -1.1% | +3.4% | +2.4% |
| 30D | -2.2% | +41.8% | -44.1% | -8.2% |
| 3M | -5.4% | +63.4% | -68.8% | -13.5% |
| 6M | -1.2% | +72.2% | -73.4% | -11.6% |
| YTD | +10.4% | -20.0% | +30.4% | +12.3% |
| 1Y | +11.8% | -9.0% | +20.9% | +11.0% |
| 3Y | +68.4% | -30.4% | +98.8% | +69.7% |
| 5Y | +45.9% | -75.6% | +121.5% | +73.4% |
| All | +146.3% | +158.4% | -12.2% | +53.2% |
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