+28.4%
EBUF vs VOO
+43.6%
-15.2%
-6.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.1% |
| 7D | -0.7% | -0.8% | +0.1% | -0.5% |
| 30D | +0.8% | -1.1% | +1.9% | +1.1% |
| 3M | +2.0% | +3.9% | -1.8% | +0.8% |
| 6M | +9.8% | +13.6% | -3.8% | +5.6% |
| YTD | +11.9% | +12.7% | -0.8% | +7.7% |
| 1Y | +14.7% | +17.6% | -2.9% | +9.1% |
| All | +28.4% | +43.6% | -15.2% | +13.3% |
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