-59.5%
EAF vs VOO
+78.5%
-138.0%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.3% | -0.4% | -11.9% | -11.5% |
| 7D | +1.5% | +2.6% | -1.1% | -3.1% |
| 30D | +25.7% | -2.0% | +27.7% | +32.2% |
| 3M | +24.8% | -2.8% | +27.5% | +34.1% |
| 6M | +4.9% | +2.2% | +2.7% | +2.6% |
| YTD | -37.3% | +11.5% | -48.9% | -49.6% |
| 1Y | -28.6% | +13.5% | -42.1% | -44.1% |
| 3Y | -59.5% | +78.1% | -137.6% | -87.4% |
| All | -59.5% | +78.5% | -138.0% | -87.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling