+39.8%
EFSC vs VOO
+67.9%
-28.1%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.6% |
| 7D | +0.4% | -2.7% | +3.1% | +2.4% |
| 30D | +5.6% | -5.4% | +11.0% | +10.1% |
| 3M | -6.0% | -4.1% | -2.0% | -3.2% |
| 6M | +5.5% | +0.7% | +4.7% | +4.3% |
| YTD | +16.9% | +8.7% | +8.1% | +8.7% |
| 1Y | +20.0% | +11.0% | +9.0% | +9.8% |
| 3Y | +79.8% | +75.5% | +4.4% | +16.5% |
| All | +39.8% | +67.9% | -28.1% | -9.3% |
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 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