+27.2%
EAPR vs VOO
+103.3%
-76.1%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -0.7% | -0.6% | -0.1% | -0.4% |
| 30D | -5.6% | -3.6% | -2.0% | -4.2% |
| 3M | -2.5% | -2.7% | +0.2% | -1.4% |
| 6M | -3.5% | +2.2% | -5.7% | -4.2% |
| YTD | +7.8% | +10.9% | -3.1% | +3.8% |
| 1Y | +8.9% | +11.3% | -2.5% | +4.6% |
| 3Y | +32.4% | +76.9% | -44.6% | +6.4% |
| 5Y | +29.3% | +73.5% | -44.2% | +3.2% |
| All | +27.2% | +103.3% | -76.1% | -2.8% |
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