+59.3%
EFSI vs VOO
+81.6%
-22.3%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.9% | -1.2% |
| 7D | +10.2% | -0.4% | +10.5% | +10.2% |
| 30D | +6.5% | -1.4% | +7.9% | +6.8% |
| 3M | +9.7% | +3.7% | +5.9% | +8.7% |
| 6M | +34.7% | +13.0% | +21.7% | +31.1% |
| YTD | +17.5% | +12.4% | +5.1% | +14.5% |
| 1Y | +27.2% | +18.6% | +8.6% | +22.6% |
| 3Y | +59.2% | +78.1% | -18.8% | +47.3% |
| 5Y | +59.3% | +82.3% | -23.0% | +47.4% |
| All | +59.3% | +81.6% | -22.3% | +47.4% |
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