+46.1%
ENDW vs VOO
+44.8%
+1.3%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.2% |
| 7D | +1.1% | +3.3% | -2.1% | -1.1% |
| 30D | -1.7% | -2.7% | +1.0% | +0.1% |
| 3M | -2.2% | -1.7% | -0.5% | -1.1% |
| 6M | +1.4% | +3.1% | -1.7% | -1.1% |
| YTD | +11.7% | +11.9% | -0.2% | +2.3% |
| 1Y | +12.5% | +12.1% | +0.4% | +3.0% |
| All | +46.1% | +44.8% | +1.3% | +7.2% |
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