+60.9%
EONR vs VOO
+20.9%
+40.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -3.2% |
| 7D | +6.3% | +0.1% | +6.2% | +6.6% |
| 30D | +19.4% | +0.1% | +19.3% | +19.5% |
| 3M | -15.1% | +2.0% | -17.2% | -9.7% |
| 6M | +8.4% | +13.0% | -4.6% | +68.3% |
| YTD | +44.5% | +13.6% | +30.9% | +123.4% |
| 1Y | +60.9% | +20.1% | +40.8% | +118.6% |
| All | +60.9% | +20.9% | +40.0% | +118.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling