+81.8%
EIS vs VOO
+80.3%
+1.5%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.7% |
| 7D | -3.0% | -2.0% | -1.1% | -1.2% |
| 30D | +0.6% | -1.7% | +2.3% | +2.2% |
| 3M | +1.1% | +4.7% | -3.6% | -2.9% |
| 6M | +0.9% | +12.6% | -11.7% | -9.1% |
| YTD | +11.7% | +11.8% | -0.1% | +1.2% |
| 1Y | +27.6% | +17.5% | +10.0% | +10.5% |
| 3Y | +137.4% | +77.0% | +60.4% | +40.8% |
| 5Y | +81.8% | +82.6% | -0.7% | +5.7% |
| All | +81.8% | +80.3% | +1.5% | +5.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling