+220.7%
EOS vs VOO
+317.9%
-97.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.3% | -0.2% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | -6.0% | -3.3% | -2.7% | -2.8% |
| 3M | -6.7% | -2.4% | -4.3% | -4.4% |
| 6M | -7.8% | +2.6% | -10.4% | -10.0% |
| YTD | -7.8% | +11.3% | -19.1% | -16.7% |
| 1Y | -4.5% | +13.4% | -17.9% | -15.3% |
| 3Y | +48.6% | +80.3% | -31.7% | -15.2% |
| 5Y | +23.0% | +72.7% | -49.7% | -26.9% |
| 10Y | +220.7% | +310.0% | -89.4% | -17.6% |
| All | +220.7% | +317.9% | -97.2% | -17.6% |
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 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