+45.5%
EFAD vs VOO
+371.6%
-326.1%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.4% |
| 7D | -0.2% | +0.5% | -0.7% | -0.6% |
| 30D | -1.6% | -0.9% | -0.6% | -0.9% |
| 3M | +6.0% | +3.9% | +2.1% | +3.2% |
| 6M | +7.3% | +14.5% | -7.3% | -2.4% |
| YTD | +7.6% | +13.0% | -5.4% | -1.2% |
| 1Y | +6.8% | +19.4% | -12.7% | -5.7% |
| 3Y | +32.2% | +78.9% | -46.7% | -13.3% |
| 5Y | +2.5% | +82.3% | -79.8% | -34.3% |
| 10Y | +53.2% | +314.2% | -261.1% | -47.8% |
| All | +45.5% | +371.6% | -326.1% | -54.8% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling