-31.8%
EOLS vs VOO
+226.7%
-258.5%
-92.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.8% | -1.7% | -1.9% |
| 7D | -15.7% | -0.8% | -14.9% | -14.9% |
| 30D | -3.4% | -1.1% | -2.4% | -2.2% |
| 3M | +20.4% | +3.9% | +16.5% | +14.8% |
| 6M | +45.5% | +13.6% | +31.8% | +25.0% |
| YTD | +17.9% | +12.7% | +5.2% | +2.4% |
| 1Y | +4.4% | +17.6% | -13.2% | -13.8% |
| 3Y | -17.9% | +77.3% | -95.2% | -58.0% |
| 5Y | -3.3% | +84.1% | -87.5% | -53.0% |
| All | -31.8% | +226.7% | -258.5% | -82.5% |
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 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