+513.9%
EOS vs VOO
+817.1%
-303.2%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.3% |
| 7D | -0.2% | +0.1% | -0.3% | -0.3% |
| 30D | -0.9% | +0.1% | -0.9% | -0.9% |
| 3M | -2.9% | +2.0% | -4.9% | -4.7% |
| 6M | +2.0% | +13.0% | -11.0% | -8.8% |
| YTD | -2.4% | +13.6% | -16.0% | -13.1% |
| 1Y | -2.6% | +20.1% | -22.7% | -17.6% |
| 3Y | +52.0% | +77.6% | -25.6% | -9.5% |
| 5Y | +31.0% | +82.4% | -51.4% | -23.8% |
| 10Y | +235.4% | +316.8% | -81.4% | -4.3% |
| All | +513.9% | +817.1% | -303.2% | -4.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling