+259.4%
EFO vs VOO
+812.0%
-552.6%
-63.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.2% |
| 7D | +2.3% | +0.5% | +1.8% | +1.5% |
| 30D | -1.9% | -0.9% | -1.0% | -0.4% |
| 3M | +11.3% | +3.9% | +7.4% | +5.0% |
| 6M | +19.8% | +14.5% | +5.2% | -2.2% |
| YTD | +22.3% | +13.0% | +9.3% | +2.3% |
| 1Y | +32.8% | +19.4% | +13.4% | +1.9% |
| 3Y | +115.7% | +78.9% | +36.8% | -12.1% |
| 5Y | +51.9% | +82.3% | -30.4% | -38.0% |
| 10Y | +170.2% | +314.2% | -144.1% | -69.6% |
| All | +259.4% | +812.0% | -552.6% | -90.2% |
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 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