+73.0%
EPS vs VOO
+74.6%
-1.6%
-23.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.1% |
| 7D | +2.8% | +3.3% | -0.5% | -0.3% |
| 30D | -3.1% | -2.7% | -0.4% | -0.6% |
| 3M | -2.4% | -1.7% | -0.7% | -0.8% |
| 6M | +3.5% | +3.1% | +0.4% | +0.6% |
| YTD | +12.5% | +11.9% | +0.6% | +1.2% |
| 1Y | +13.1% | +12.1% | +1.1% | +1.6% |
| 3Y | +77.2% | +78.6% | -1.3% | +2.3% |
| 5Y | +73.0% | +73.8% | -0.8% | +1.9% |
| All | +73.0% | +74.6% | -1.6% | +1.9% |
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 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