-91.2%
EAF vs VOO
+75.1%
-166.4%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | +1.3% | +8.0% | +7.3% |
| 7D | +5.8% | -0.9% | +6.7% | +8.3% |
| 30D | +35.7% | -2.3% | +38.1% | +42.1% |
| 3M | +42.2% | -1.2% | +43.4% | +46.8% |
| 6M | +12.2% | +3.3% | +8.8% | +8.6% |
| YTD | -27.5% | +12.3% | -39.8% | -39.2% |
| 1Y | -16.0% | +12.5% | -28.5% | -29.1% |
| 3Y | -53.3% | +79.2% | -132.5% | -78.2% |
| 5Y | -91.2% | +75.7% | -166.9% | -95.7% |
| All | -91.2% | +75.1% | -166.4% | -95.7% |
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