+172.4%
EAD vs VOO
+800.4%
-628.0%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.0% | +0.9% |
| 7D | -0.6% | +2.6% | -3.2% | -1.9% |
| 30D | +2.6% | -2.0% | +4.6% | +3.6% |
| 3M | -3.8% | -2.8% | -1.0% | -2.5% |
| 6M | -3.7% | +2.2% | -5.8% | -4.9% |
| YTD | -3.4% | +11.5% | -15.0% | -9.0% |
| 1Y | -3.1% | +13.5% | -16.6% | -9.5% |
| 3Y | +32.9% | +78.1% | -45.2% | -2.8% |
| 5Y | +6.9% | +73.1% | -66.2% | -21.5% |
| 10Y | +92.1% | +310.7% | -218.6% | -9.4% |
| All | +172.4% | +800.4% | -628.0% | -10.0% |
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