-7.5%
ENO vs VOO
+325.3%
-332.8%
-25.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.3% |
| 7D | 0.0% | -0.8% | +0.8% | +0.2% |
| 30D | -0.8% | -1.1% | +0.3% | -0.6% |
| 3M | -1.9% | +3.9% | -5.8% | -2.8% |
| 6M | -4.0% | +13.6% | -17.7% | -6.8% |
| YTD | -4.0% | +12.7% | -16.7% | -6.7% |
| 1Y | -9.0% | +17.6% | -26.6% | -12.4% |
| 3Y | -5.0% | +77.3% | -82.4% | -17.1% |
| 5Y | -13.5% | +84.1% | -97.7% | -25.7% |
| All | -7.5% | +325.3% | -332.8% | -35.8% |
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 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