+900.7%
EFSC vs VOO
+798.5%
+102.2%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | -1.3% |
| 7D | -0.6% | +0.1% | -0.7% | -0.8% |
| 30D | +7.1% | -3.3% | +10.4% | +10.7% |
| 3M | -4.3% | -2.4% | -1.9% | -2.1% |
| 6M | +6.0% | +2.6% | +3.4% | +2.3% |
| YTD | +18.2% | +11.3% | +6.9% | +4.5% |
| 1Y | +21.7% | +13.4% | +8.3% | +5.3% |
| 3Y | +85.8% | +80.3% | +5.6% | -3.0% |
| 5Y | +42.5% | +72.7% | -30.2% | -23.5% |
| 10Y | +116.0% | +310.0% | -194.0% | -57.1% |
| All | +900.7% | +798.5% | +102.2% | -37.0% |
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