+252.7%
E vs VOO
+800.4%
-547.7%
-66.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.4% | +1.9% | +1.9% |
| 7D | +3.8% | +2.6% | +1.3% | +1.3% |
| 30D | -0.2% | -2.0% | +1.8% | +1.3% |
| 3M | +6.3% | -2.8% | +9.1% | +8.6% |
| 6M | +6.1% | +2.2% | +4.0% | +2.4% |
| YTD | +57.1% | +11.5% | +45.6% | +37.7% |
| 1Y | +56.5% | +13.5% | +43.0% | +34.6% |
| 3Y | +105.2% | +78.1% | +27.1% | +6.6% |
| 5Y | +163.4% | +73.1% | +90.3% | +38.1% |
| 10Y | +272.0% | +310.7% | -38.7% | -34.5% |
| All | +252.7% | +800.4% | -547.7% | -78.3% |
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