+174.7%
EES vs VOO
+321.7%
-147.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.2% |
| 7D | -2.5% | -2.0% | -0.5% | -0.5% |
| 30D | -3.0% | -1.7% | -1.4% | -1.3% |
| 3M | +3.2% | +4.7% | -1.5% | -1.8% |
| 6M | +15.0% | +12.6% | +2.5% | +1.3% |
| YTD | +17.5% | +11.8% | +5.7% | +4.2% |
| 1Y | +21.2% | +17.5% | +3.7% | +1.9% |
| 3Y | +56.7% | +77.0% | -20.3% | -14.4% |
| 5Y | +49.5% | +82.6% | -33.1% | -21.3% |
| All | +174.7% | +321.7% | -147.0% | -42.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling