-14.5%
EEFT vs VOO
+75.9%
-90.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.9% | +0.9% |
| 7D | -3.5% | -2.0% | -1.5% | -1.5% |
| 30D | +0.4% | -1.7% | +2.0% | +2.2% |
| 3M | +10.5% | +4.7% | +5.8% | +5.0% |
| 6M | -1.8% | +12.6% | -14.3% | -13.5% |
| YTD | -7.1% | +11.8% | -18.8% | -17.4% |
| 1Y | -21.3% | +17.5% | -38.9% | -34.1% |
| All | -14.5% | +75.9% | -90.4% | -52.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling