+723.7%
EPS vs VOO
+800.4%
-76.7%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.1% |
| 7D | +2.4% | +2.6% | -0.2% | -0.1% |
| 30D | -2.2% | -2.0% | -0.2% | -0.4% |
| 3M | -3.4% | -2.8% | -0.6% | -0.8% |
| 6M | +2.6% | +2.2% | +0.4% | +0.5% |
| YTD | +12.2% | +11.5% | +0.7% | +1.3% |
| 1Y | +14.4% | +13.5% | +0.9% | +1.6% |
| 3Y | +77.0% | +78.1% | -1.1% | +2.6% |
| 5Y | +72.5% | +73.1% | -0.6% | +2.6% |
| 10Y | +280.7% | +310.7% | -30.0% | +2.7% |
| All | +723.7% | +800.4% | -76.7% | +12.3% |
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