-6.6%
EIC vs VOO
+78.5%
-85.0%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.4% | +5.0% | +4.8% |
| 7D | +7.5% | +2.6% | +5.0% | +6.3% |
| 30D | +5.1% | -2.0% | +7.1% | +5.9% |
| 3M | -8.6% | -2.8% | -5.8% | -7.5% |
| 6M | -13.7% | +2.2% | -15.9% | -14.7% |
| YTD | -14.1% | +11.5% | -25.6% | -18.3% |
| 1Y | -17.2% | +13.5% | -30.7% | -21.9% |
| 3Y | -6.6% | +78.1% | -84.6% | -23.6% |
| All | -6.6% | +78.5% | -85.0% | -23.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling