-72.7%
EEV vs VOO
+77.0%
-149.7%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.5% | +0.3% |
| 7D | -4.3% | -0.4% | -3.9% | -4.9% |
| 30D | -9.9% | -1.4% | -8.5% | -12.0% |
| 3M | -12.4% | +3.7% | -16.1% | -4.6% |
| 6M | -34.5% | +13.0% | -47.6% | -15.3% |
| YTD | -43.4% | +12.4% | -55.9% | -26.8% |
| 1Y | -51.4% | +18.6% | -70.0% | -31.3% |
| All | -72.7% | +77.0% | -149.7% | -17.5% |
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