+64.2%
EOT vs VOO
+802.4%
-738.2%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.4% |
| 7D | -3.3% | -2.0% | -1.3% | -3.0% |
| 30D | -6.7% | -1.7% | -5.0% | -6.5% |
| 3M | -3.6% | +4.7% | -8.3% | -4.3% |
| 6M | -6.8% | +12.6% | -19.3% | -8.5% |
| YTD | -0.5% | +11.8% | -12.3% | -2.3% |
| 1Y | +2.9% | +17.5% | -14.6% | +0.3% |
| 3Y | +14.8% | +77.0% | -62.2% | +4.9% |
| 5Y | -8.4% | +82.6% | -91.0% | -17.1% |
| 10Y | +14.5% | +320.0% | -305.5% | -6.3% |
| All | +64.2% | +802.4% | -738.2% | +32.2% |
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