+101.5%
EFAS vs VOO
+75.5%
+26.0%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -1.9% |
| 7D | -0.3% | -2.7% | +2.4% | +0.8% |
| 30D | +4.3% | -5.4% | +9.6% | +6.4% |
| 3M | -2.1% | -4.1% | +2.0% | -0.6% |
| 6M | +2.8% | +0.7% | +2.1% | +2.3% |
| YTD | +18.9% | +8.7% | +10.2% | +14.5% |
| 1Y | +25.9% | +11.0% | +15.0% | +20.3% |
| 3Y | +101.5% | +75.5% | +26.1% | +50.5% |
| All | +101.5% | +75.5% | +26.0% | +50.5% |
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