+15.6%
EINC vs VOO
+607.0%
-591.4%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.2% |
| 7D | -0.2% | +0.5% | -0.8% | -0.6% |
| 30D | +5.2% | -0.9% | +6.1% | +5.8% |
| 3M | +5.0% | +3.9% | +1.1% | +1.6% |
| 6M | +8.2% | +14.5% | -6.4% | -3.5% |
| YTD | +30.9% | +13.0% | +18.0% | +17.9% |
| 1Y | +34.1% | +19.4% | +14.7% | +15.3% |
| 3Y | +112.9% | +78.9% | +34.1% | +30.7% |
| 5Y | +183.9% | +82.3% | +101.6% | +69.0% |
| 10Y | +179.2% | +314.2% | -135.0% | -17.6% |
| All | +15.6% | +607.0% | -591.4% | -76.0% |
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