+230.0%
EFA vs VOO
+812.0%
-582.0%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | 0.0% | 0.0% |
| 7D | +1.2% | +0.5% | +0.7% | +0.7% |
| 30D | -0.7% | -0.9% | +0.2% | +0.1% |
| 3M | +6.4% | +3.9% | +2.5% | +2.8% |
| 6M | +11.4% | +14.5% | -3.2% | -1.3% |
| YTD | +14.0% | +13.0% | +1.0% | +2.3% |
| 1Y | +20.2% | +19.4% | +0.8% | +2.5% |
| 3Y | +68.2% | +78.9% | -10.7% | -1.8% |
| 5Y | +54.8% | +82.3% | -27.5% | -12.1% |
| 10Y | +142.4% | +314.2% | -171.8% | -42.1% |
| All | +230.0% | +812.0% | -582.0% | -70.1% |
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