-1.9%
EFOR vs VOO
+309.9%
-311.8%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.7% | -3.7% |
| 7D | -10.1% | -2.7% | -7.3% | -7.0% |
| 30D | -1.6% | -5.4% | +3.7% | +4.9% |
| 3M | +8.8% | -4.1% | +12.8% | +14.2% |
| 6M | +66.6% | +0.7% | +65.9% | +64.1% |
| YTD | -28.7% | +8.7% | -37.4% | -36.1% |
| 1Y | -21.3% | +11.0% | -32.2% | -31.2% |
| 3Y | -60.1% | +75.5% | -135.6% | -80.8% |
| 5Y | -73.1% | +68.4% | -141.5% | -86.2% |
| All | -1.9% | +309.9% | -311.8% | -84.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling