+16.4%
EIC vs VOO
+184.8%
-168.4%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.7% |
| 7D | +0.4% | +0.5% | -0.1% | +0.1% |
| 30D | +0.5% | -0.9% | +1.4% | +1.0% |
| 3M | -4.9% | +3.9% | -8.8% | -6.8% |
| 6M | +10.2% | +14.5% | -4.4% | +2.7% |
| YTD | -7.1% | +13.0% | -20.1% | -12.9% |
| 1Y | -19.1% | +19.4% | -38.5% | -26.2% |
| 3Y | +4.8% | +78.9% | -74.1% | -23.3% |
| 5Y | +8.3% | +82.3% | -74.0% | -22.8% |
| All | +16.4% | +184.8% | -168.4% | -43.3% |
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