+158.0%
EQ vs VOO
+78.5%
+79.5%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -1.9% |
| 7D | -14.6% | +2.6% | -17.1% | -16.5% |
| 30D | -0.8% | -2.0% | +1.2% | +1.4% |
| 3M | -35.8% | -2.8% | -33.1% | -34.1% |
| 6M | -44.2% | +2.2% | -46.3% | -44.9% |
| YTD | -16.8% | +11.5% | -28.3% | -23.7% |
| 1Y | +53.6% | +13.5% | +40.1% | +39.4% |
| 3Y | +158.0% | +78.1% | +79.9% | +140.7% |
| All | +158.0% | +78.5% | +79.5% | +140.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling