+599.4%
EFOR vs VOO
+777.9%
-178.5%
-87.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.3% | -3.7% | -3.8% |
| 7D | -10.1% | -2.7% | -7.3% | -6.6% |
| 30D | -1.6% | -5.4% | +3.7% | +5.7% |
| 3M | +8.8% | -4.1% | +12.8% | +14.8% |
| 6M | +66.6% | +0.7% | +65.9% | +63.8% |
| YTD | -28.7% | +8.7% | -37.4% | -37.0% |
| 1Y | -21.3% | +11.0% | -32.2% | -32.3% |
| 3Y | -60.1% | +75.5% | -135.6% | -82.4% |
| 5Y | -73.1% | +68.4% | -141.5% | -87.3% |
| 10Y | +0.3% | +315.7% | -315.4% | -87.9% |
| All | +599.4% | +777.9% | -178.5% | -77.1% |
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