-92.0%
EEV vs VOO
+325.3%
-417.3%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.8% | -3.4% | -1.1% |
| 7D | +2.6% | -0.8% | +3.4% | +1.4% |
| 30D | -4.1% | -1.1% | -3.0% | -5.7% |
| 3M | -5.6% | +3.9% | -9.5% | +2.4% |
| 6M | -32.9% | +13.6% | -46.5% | -12.3% |
| YTD | -42.4% | +12.7% | -55.1% | -25.0% |
| 1Y | -48.4% | +17.6% | -66.0% | -27.2% |
| 3Y | -72.2% | +77.3% | -149.5% | -14.6% |
| 5Y | -61.2% | +84.1% | -145.3% | +44.5% |
| All | -92.0% | +325.3% | -417.3% | +154.7% |
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 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