+468.8%
EOI vs VOO
+817.1%
-348.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.4% | +0.1% | +0.1% |
| 7D | -0.9% | +0.1% | -1.0% | -1.0% |
| 30D | +0.7% | +0.1% | +0.6% | +0.6% |
| 3M | +2.7% | +2.0% | +0.7% | +0.8% |
| 6M | +2.7% | +13.0% | -10.3% | -7.9% |
| YTD | +2.7% | +13.6% | -10.9% | -8.4% |
| 1Y | +1.2% | +20.1% | -18.8% | -14.1% |
| 3Y | +53.1% | +77.6% | -24.5% | -8.6% |
| 5Y | +55.7% | +82.4% | -26.8% | -9.9% |
| 10Y | +227.7% | +316.8% | -89.1% | -8.1% |
| All | +468.8% | +817.1% | -348.3% | -15.5% |
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