-69.6%
EOSE vs VOO
+82.8%
-152.4%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.9% | -3.0% |
| 7D | +1.8% | -0.8% | +2.6% | +3.5% |
| 30D | -6.8% | -1.1% | -5.8% | -4.2% |
| 3M | -36.3% | +3.9% | -40.2% | -40.8% |
| 6M | -38.8% | +13.6% | -52.4% | -51.9% |
| YTD | -65.5% | +12.7% | -78.2% | -71.9% |
| 1Y | -45.3% | +17.6% | -62.9% | -58.3% |
| 3Y | +44.2% | +77.3% | -33.2% | -55.3% |
| All | -69.6% | +82.8% | -152.4% | -90.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling