+173.6%
EFSI vs VOO
+325.3%
-151.7%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.2% | -0.4% |
| 7D | +8.6% | -0.8% | +9.4% | +8.8% |
| 30D | +6.9% | -1.1% | +8.0% | +7.1% |
| 3M | +7.3% | +3.9% | +3.4% | +6.5% |
| 6M | +41.6% | +13.6% | +28.0% | +38.5% |
| YTD | +17.1% | +12.7% | +4.4% | +14.7% |
| 1Y | +26.6% | +17.6% | +9.0% | +23.2% |
| 3Y | +58.0% | +77.3% | -19.3% | +45.9% |
| 5Y | +61.1% | +84.1% | -23.0% | +48.0% |
| All | +173.6% | +325.3% | -151.7% | +129.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling