+229.2%
E vs VOO
+321.7%
-92.5%
-61.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.1% |
| 7D | +2.3% | -2.0% | +4.3% | +4.0% |
| 30D | +1.7% | -1.7% | +3.3% | +3.0% |
| 3M | +4.0% | +4.7% | -0.7% | -0.4% |
| 6M | +19.4% | +12.6% | +6.8% | +6.9% |
| YTD | +52.1% | +11.8% | +40.4% | +36.9% |
| 1Y | +63.5% | +17.5% | +46.0% | +40.6% |
| 3Y | +108.6% | +77.0% | +31.7% | +21.6% |
| 5Y | +206.5% | +82.6% | +123.9% | +70.4% |
| All | +229.2% | +321.7% | -92.5% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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