+322.8%
EFSI vs VOO
+817.1%
-494.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.0% |
| 7D | +0.9% | +0.1% | +0.8% | +0.9% |
| 30D | +4.0% | +0.1% | +4.0% | +4.0% |
| 3M | +3.6% | +2.0% | +1.6% | +3.2% |
| 6M | +21.9% | +13.0% | +8.9% | +19.9% |
| YTD | +7.8% | +13.6% | -5.7% | +5.9% |
| 1Y | +17.2% | +20.1% | -2.9% | +14.4% |
| 3Y | +46.1% | +77.6% | -31.4% | +36.8% |
| 5Y | +46.2% | +82.4% | -36.3% | +36.3% |
| 10Y | +151.3% | +316.8% | -165.6% | +116.2% |
| All | +322.8% | +817.1% | -494.3% | +214.8% |
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