+53.7%
EE vs VOO
+86.9%
-33.1%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | +3.8% | +0.1% | +3.7% | +3.7% |
| 30D | +4.2% | +0.1% | +4.2% | +4.1% |
| 3M | +23.9% | +2.0% | +21.9% | +21.5% |
| 6M | +4.7% | +13.0% | -8.3% | -5.7% |
| YTD | +43.7% | +13.6% | +30.1% | +28.7% |
| 1Y | +70.3% | +20.1% | +50.2% | +45.2% |
| 3Y | +114.6% | +77.6% | +37.0% | +27.7% |
| All | +53.7% | +86.9% | -33.1% | -16.7% |
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