+242.4%
E vs VOO
+806.9%
-564.5%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.3% | +0.1% | +0.1% |
| 7D | -1.1% | -0.9% | -0.2% | -0.4% |
| 30D | -1.6% | -2.3% | +0.8% | +0.3% |
| 3M | +1.9% | -1.2% | +3.1% | +2.4% |
| 6M | +3.1% | +3.3% | -0.2% | -1.6% |
| YTD | +52.5% | +12.3% | +40.2% | +32.8% |
| 1Y | +51.5% | +12.5% | +39.0% | +31.5% |
| 3Y | +101.8% | +79.2% | +22.7% | +4.3% |
| 5Y | +153.9% | +75.7% | +78.3% | +31.1% |
| 10Y | +261.1% | +313.7% | -52.6% | -36.9% |
| All | +242.4% | +806.9% | -564.5% | -79.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling