+149.6%
E vs VOO
+72.8%
+76.8%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.1% | -1.2% |
| 7D | -5.5% | -0.6% | -4.9% | -5.3% |
| 30D | -1.6% | -3.6% | +2.1% | +0.2% |
| 3M | +1.7% | -2.7% | +4.4% | +2.8% |
| 6M | +5.6% | +2.2% | +3.3% | +3.5% |
| YTD | +50.4% | +10.9% | +39.5% | +40.2% |
| 1Y | +51.6% | +11.3% | +40.3% | +40.9% |
| 3Y | +99.1% | +76.9% | +22.2% | +34.0% |
| 5Y | +149.6% | +73.5% | +76.1% | +65.5% |
| All | +149.6% | +72.8% | +76.8% | +65.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling