+34.8%
EAPR vs VOO
+106.6%
-71.8%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.2% | +0.4% |
| 7D | -0.5% | -0.8% | +0.2% | -0.2% |
| 30D | +2.1% | -1.1% | +3.2% | +2.5% |
| 3M | +4.1% | +3.9% | +0.2% | +2.6% |
| 6M | +12.8% | +13.6% | -0.8% | +7.6% |
| YTD | +14.3% | +12.7% | +1.6% | +9.2% |
| 1Y | +16.9% | +17.6% | -0.7% | +9.9% |
| 3Y | +38.5% | +77.3% | -38.8% | +11.1% |
| 5Y | +35.1% | +84.1% | -49.0% | +5.6% |
| All | +34.8% | +106.6% | -71.8% | +2.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling