+189.3%
EIS vs VOO
+325.3%
-136.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | +0.5% |
| 7D | -2.1% | -0.8% | -1.3% | -1.4% |
| 30D | +0.5% | -1.1% | +1.6% | +1.5% |
| 3M | -3.0% | +3.9% | -6.9% | -6.1% |
| 6M | +3.0% | +13.6% | -10.6% | -7.6% |
| YTD | +13.1% | +12.7% | +0.4% | +2.1% |
| 1Y | +29.6% | +17.6% | +12.0% | +12.8% |
| 3Y | +135.0% | +77.3% | +57.7% | +42.2% |
| 5Y | +84.2% | +84.1% | 0.0% | +7.6% |
| All | +189.3% | +325.3% | -136.0% | -18.3% |
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 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