+165.9%
EFIV vs VOO
+159.2%
+6.7%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.2% |
| 7D | +0.8% | +0.5% | +0.3% | +0.3% |
| 30D | -0.8% | -0.9% | +0.2% | +0.2% |
| 3M | +4.6% | +3.9% | +0.8% | +0.7% |
| 6M | +15.5% | +14.5% | +0.9% | +0.8% |
| YTD | +13.7% | +13.0% | +0.8% | +0.6% |
| 1Y | +22.7% | +19.4% | +3.2% | +2.6% |
| 3Y | +79.0% | +78.9% | +0.1% | -0.2% |
| 5Y | +89.0% | +82.3% | +6.7% | +3.4% |
| All | +165.9% | +159.2% | +6.7% | +1.5% |
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 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