+220.0%
EIX vs VOO
+806.9%
-586.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.7% | -1.3% |
| 7D | -2.5% | -0.9% | -1.6% | -2.1% |
| 30D | +7.7% | -2.3% | +10.0% | +9.2% |
| 3M | -12.9% | -1.2% | -11.7% | -12.3% |
| 6M | -12.7% | +3.3% | -16.0% | -15.0% |
| YTD | +5.5% | +12.3% | -6.9% | -3.0% |
| 1Y | +9.4% | +12.5% | -3.1% | +0.4% |
| 3Y | +9.7% | +79.2% | -69.5% | -27.0% |
| 5Y | +16.9% | +75.7% | -58.8% | -22.2% |
| 10Y | +34.3% | +313.7% | -279.4% | -48.6% |
| All | +220.0% | +806.9% | -586.9% | -24.8% |
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