+14.6%
EIC vs VOO
+184.1%
-169.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.4% |
| 7D | -1.1% | -0.8% | -0.3% | -0.7% |
| 30D | -0.3% | -1.1% | +0.8% | +0.2% |
| 3M | -3.2% | +3.9% | -7.1% | -5.2% |
| 6M | +4.3% | +13.6% | -9.3% | -2.4% |
| YTD | -8.5% | +12.7% | -21.2% | -14.1% |
| 1Y | -19.3% | +17.6% | -36.9% | -25.8% |
| 3Y | +3.2% | +77.3% | -74.1% | -24.1% |
| 5Y | +7.6% | +84.1% | -76.5% | -23.9% |
| All | +14.6% | +184.1% | -169.5% | -44.1% |
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