+497.4%
EES vs VOO
+817.1%
-319.7%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | -1.1% | +0.1% | -1.1% | -1.1% |
| 3M | +6.3% | +2.0% | +4.3% | +3.8% |
| 6M | +14.3% | +13.0% | +1.3% | -0.1% |
| YTD | +20.9% | +13.6% | +7.3% | +5.1% |
| 1Y | +23.4% | +20.1% | +3.3% | +1.1% |
| 3Y | +54.1% | +77.6% | -23.5% | -17.3% |
| 5Y | +49.2% | +82.4% | -33.3% | -22.6% |
| 10Y | +178.3% | +316.8% | -138.5% | -41.6% |
| All | +497.4% | +817.1% | -319.7% | -52.0% |
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