-18.7%
EFOR vs VOO
+314.0%
-332.7%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.5% | -4.3% |
| 7D | +2.1% | +0.5% | +1.6% | +1.5% |
| 30D | -4.0% | -0.9% | -3.1% | -2.8% |
| 3M | +53.8% | +3.9% | +49.9% | +46.4% |
| 6M | -27.9% | +14.5% | -42.4% | -39.2% |
| YTD | -35.8% | +13.0% | -48.8% | -44.9% |
| 1Y | -41.0% | +19.4% | -60.5% | -52.8% |
| 3Y | -60.5% | +78.9% | -139.4% | -81.4% |
| 5Y | -72.6% | +82.3% | -154.8% | -87.3% |
| 10Y | -18.7% | +314.2% | -333.0% | -87.3% |
| All | -18.7% | +314.0% | -332.7% | -87.3% |
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