+40.9%
EFO vs VOO
+72.6%
-31.7%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.8% |
| 7D | +4.3% | +2.6% | +1.7% | +0.3% |
| 30D | +1.8% | -2.0% | +3.8% | +5.2% |
| 3M | -10.1% | -2.8% | -7.3% | -5.8% |
| 6M | -0.3% | +2.2% | -2.5% | -3.0% |
| YTD | +12.4% | +11.5% | +0.9% | -3.5% |
| 1Y | +16.7% | +13.5% | +3.2% | -2.3% |
| 3Y | +107.7% | +78.1% | +29.6% | -12.7% |
| All | +40.9% | +72.6% | -31.7% | -37.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling