-1.3%
EIX vs VOO
+79.1%
-80.5%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.6% | +5.1% | +4.8% |
| 7D | +0.9% | +0.5% | +0.4% | +0.6% |
| 30D | -13.5% | -0.9% | -12.6% | -13.2% |
| 3M | -15.3% | +3.9% | -19.1% | -16.9% |
| 6M | -15.3% | +14.5% | -29.9% | -21.2% |
| YTD | +2.7% | +13.0% | -10.2% | -3.9% |
| 1Y | +17.4% | +19.4% | -2.0% | +6.3% |
| 3Y | -1.3% | +78.9% | -80.2% | -34.4% |
| All | -1.3% | +79.1% | -80.5% | -34.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling