+190.7%
EEA vs VOO
+812.0%
-621.3%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.7% | +0.6% |
| 7D | +0.7% | +0.5% | +0.2% | +0.3% |
| 30D | -1.2% | -0.9% | -0.3% | -0.6% |
| 3M | +4.7% | +3.9% | +0.8% | +1.8% |
| 6M | +11.6% | +14.5% | -2.9% | +1.0% |
| YTD | +12.1% | +13.0% | -0.9% | +2.4% |
| 1Y | +9.8% | +19.4% | -9.6% | -3.9% |
| 3Y | +50.4% | +78.9% | -28.5% | -4.6% |
| 5Y | +32.8% | +82.3% | -49.5% | -18.0% |
| 10Y | +115.0% | +314.2% | -199.2% | -36.1% |
| All | +190.7% | +812.0% | -621.3% | -61.2% |
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