-69.3%
EBS vs VOO
+807.8%
-877.1%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.5% | -4.9% | -4.7% |
| 7D | -12.1% | -0.4% | -11.7% | -11.7% |
| 30D | +27.1% | -1.4% | +28.4% | +29.3% |
| 3M | -28.6% | +3.7% | -32.3% | -32.3% |
| 6M | -32.0% | +13.0% | -45.0% | -42.2% |
| YTD | -54.0% | +12.4% | -66.5% | -60.6% |
| 1Y | -31.2% | +18.6% | -49.8% | -44.8% |
| 3Y | +24.3% | +78.1% | -53.8% | -35.0% |
| 5Y | -90.3% | +82.3% | -172.6% | -94.9% |
| 10Y | -78.7% | +322.5% | -401.3% | -95.5% |
| All | -69.3% | +807.8% | -877.1% | -97.1% |
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