+889.6%
EFSC vs VOO
+777.9%
+111.7%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.7% |
| 7D | +0.4% | -2.7% | +3.1% | +3.2% |
| 30D | +5.6% | -5.4% | +11.0% | +11.7% |
| 3M | -6.0% | -4.1% | -2.0% | -2.2% |
| 6M | +5.5% | +0.7% | +4.7% | +3.8% |
| YTD | +16.9% | +8.7% | +8.1% | +5.9% |
| 1Y | +20.0% | +11.0% | +9.0% | +6.3% |
| 3Y | +79.8% | +75.5% | +4.4% | -3.4% |
| 5Y | +40.3% | +68.4% | -28.1% | -22.7% |
| 10Y | +130.8% | +315.7% | -184.9% | -55.0% |
| All | +889.6% | +777.9% | +111.7% | -36.2% |
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