+45.5%
EOS vs VOO
+78.5%
-33.0%
-24.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.1% |
| 7D | +1.8% | +2.6% | -0.8% | -0.9% |
| 30D | -4.6% | -2.0% | -2.6% | -2.6% |
| 3M | -7.6% | -2.8% | -4.8% | -4.8% |
| 6M | -7.5% | +2.2% | -9.7% | -9.5% |
| YTD | -8.0% | +11.5% | -19.5% | -17.8% |
| 1Y | -5.0% | +13.5% | -18.5% | -16.7% |
| 3Y | +45.5% | +78.1% | -32.6% | -18.1% |
| All | +45.5% | +78.5% | -33.0% | -18.1% |
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