-70.9%
EFOR vs VOO
+82.6%
-153.5%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.4% | +2.6% | +2.7% |
| 7D | +1.9% | +0.1% | +1.8% | +1.8% |
| 30D | +2.9% | +0.1% | +2.8% | +2.9% |
| 3M | +58.0% | +2.0% | +56.0% | +54.3% |
| 6M | -22.4% | +13.0% | -35.4% | -32.3% |
| YTD | -32.4% | +13.6% | -46.0% | -41.4% |
| 1Y | -37.9% | +20.1% | -58.0% | -49.4% |
| 3Y | -60.6% | +77.6% | -138.1% | -80.0% |
| All | -70.9% | +82.6% | -153.5% | -85.5% |
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 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