+39.1%
EBS vs VOO
+75.9%
-36.8%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.9% | +4.6% |
| 7D | -5.8% | -2.0% | -3.8% | -1.7% |
| 30D | +31.9% | -1.7% | +33.6% | +36.4% |
| 3M | -28.8% | +4.7% | -33.5% | -36.4% |
| 6M | -30.0% | +12.6% | -42.6% | -46.8% |
| YTD | -52.5% | +11.8% | -64.3% | -63.3% |
| 1Y | -26.3% | +17.5% | -43.9% | -49.5% |
| All | +39.1% | +75.9% | -36.8% | -68.0% |
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 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