-58.8%
EOSE vs VOO
+150.7%
-209.5%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.5% | -3.0% | -2.5% |
| 7D | +15.0% | -0.4% | +15.3% | +15.5% |
| 30D | +2.5% | -1.4% | +3.8% | +6.0% |
| 3M | -33.7% | +3.7% | -37.4% | -37.9% |
| 6M | -32.7% | +13.0% | -45.8% | -46.0% |
| YTD | -63.8% | +12.4% | -76.2% | -70.0% |
| 1Y | -40.5% | +18.6% | -59.1% | -54.9% |
| 3Y | +50.4% | +78.1% | -27.7% | -50.8% |
| 5Y | -68.6% | +82.3% | -150.8% | -89.4% |
| All | -58.8% | +150.7% | -209.5% | -81.6% |
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 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