-17.2%
EOLS vs VOO
+75.9%
-93.1%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.7% | -0.6% | -7.1% | -7.0% |
| 7D | -12.6% | -2.0% | -10.6% | -10.5% |
| 30D | -5.2% | -1.7% | -3.5% | -3.3% |
| 3M | +17.7% | +4.7% | +13.0% | +11.0% |
| 6M | +49.8% | +12.6% | +37.3% | +29.7% |
| YTD | +18.9% | +11.8% | +7.2% | +4.1% |
| 1Y | +7.6% | +17.5% | -9.9% | -11.2% |
| All | -17.2% | +75.9% | -93.1% | -54.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling