-82.8%
EQ vs VOO
+212.6%
-295.4%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | -0.6% | +9.6% | +9.3% |
| 7D | +9.0% | +0.5% | +8.5% | +8.7% |
| 30D | +14.2% | -0.9% | +15.2% | +14.7% |
| 3M | -13.0% | +3.9% | -16.9% | -14.7% |
| 6M | +36.2% | +14.5% | +21.6% | +28.1% |
| YTD | +55.5% | +13.0% | +42.5% | +47.0% |
| 1Y | +28.2% | +19.4% | +8.8% | +18.6% |
| 3Y | +193.9% | +78.9% | +115.0% | +130.5% |
| 5Y | -57.9% | +82.3% | -140.2% | -67.5% |
| All | -82.8% | +212.6% | -295.4% | -87.9% |
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 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