+129.3%
EFR vs VOO
+807.8%
-678.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.1% |
| 7D | -0.4% | -0.4% | 0.0% | -0.2% |
| 30D | -2.6% | -1.4% | -1.2% | -2.1% |
| 3M | +1.3% | +3.7% | -2.5% | -0.2% |
| 6M | +4.2% | +13.0% | -8.9% | -0.8% |
| YTD | -1.1% | +12.4% | -13.6% | -5.7% |
| 1Y | -2.4% | +18.6% | -21.0% | -8.8% |
| 3Y | +15.1% | +78.1% | -62.9% | -8.7% |
| 5Y | +15.1% | +82.3% | -67.2% | -10.5% |
| 10Y | +67.8% | +322.5% | -254.8% | -5.6% |
| All | +129.3% | +807.8% | -678.6% | -0.7% |
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