-89.1%
EBS vs VOO
+82.8%
-172.0%
-97.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +0.8% | +5.3% | +4.7% |
| 7D | +0.3% | -0.8% | +1.1% | +1.8% |
| 30D | +36.9% | -1.1% | +38.0% | +39.5% |
| 3M | -25.7% | +3.9% | -29.6% | -31.1% |
| 6M | -23.8% | +13.6% | -37.5% | -39.7% |
| YTD | -49.6% | +12.7% | -62.3% | -59.5% |
| 1Y | -24.3% | +17.6% | -41.9% | -43.5% |
| 3Y | +47.6% | +77.3% | -29.7% | -39.7% |
| All | -89.1% | +82.8% | -172.0% | -96.0% |
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 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