+122.5%
EFT vs VOO
+802.4%
-679.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.1% |
| 7D | -0.7% | -2.0% | +1.3% | +0.2% |
| 30D | -2.3% | -1.7% | -0.7% | -1.7% |
| 3M | 0.0% | +4.7% | -4.8% | -2.0% |
| 6M | +2.3% | +12.6% | -10.2% | -2.7% |
| YTD | -2.0% | +11.8% | -13.7% | -6.6% |
| 1Y | -4.1% | +17.5% | -21.7% | -10.7% |
| 3Y | +14.5% | +77.0% | -62.5% | -10.8% |
| 5Y | +8.2% | +82.6% | -74.4% | -17.8% |
| 10Y | +63.6% | +320.0% | -256.4% | -13.2% |
| All | +122.5% | +802.4% | -679.9% | -10.8% |
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