-77.0%
EQ vs VOO
+72.6%
-149.6%
-94.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.0% |
| 7D | -14.6% | +2.6% | -17.1% | -16.2% |
| 30D | -0.8% | -2.0% | +1.2% | +1.0% |
| 3M | -35.8% | -2.8% | -33.1% | -34.4% |
| 6M | -44.2% | +2.2% | -46.3% | -44.8% |
| YTD | -16.8% | +11.5% | -28.3% | -22.7% |
| 1Y | +53.6% | +13.5% | +40.1% | +41.4% |
| 3Y | +158.0% | +78.1% | +79.9% | +78.0% |
| All | -77.0% | +72.6% | -149.6% | -84.1% |
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