+91.9%
EIPX vs VOO
+117.3%
-25.4%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.1% | +0.9% |
| 7D | +0.3% | +0.5% | -0.3% | 0.0% |
| 30D | +5.3% | -0.9% | +6.3% | +5.8% |
| 3M | +7.1% | +3.9% | +3.2% | +4.7% |
| 6M | +9.3% | +14.5% | -5.3% | +0.9% |
| YTD | +29.8% | +13.0% | +16.9% | +20.7% |
| 1Y | +35.4% | +19.4% | +15.9% | +21.4% |
| 3Y | +74.7% | +78.9% | -4.2% | +19.3% |
| All | +91.9% | +117.3% | -25.4% | +13.1% |
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 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