+26.3%
EET vs VOO
+82.8%
-56.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.5% | +1.0% |
| 7D | -2.7% | -0.8% | -1.9% | -1.5% |
| 30D | +3.5% | -1.1% | +4.6% | +5.3% |
| 3M | -1.1% | +3.9% | -5.0% | -5.8% |
| 6M | +24.4% | +13.6% | +10.8% | +5.9% |
| YTD | +40.6% | +12.7% | +27.9% | +21.7% |
| 1Y | +54.8% | +17.6% | +37.2% | +26.8% |
| 3Y | +150.5% | +77.3% | +73.2% | +16.3% |
| All | +26.3% | +82.8% | -56.5% | -42.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling