+221.3%
EQL vs VOO
+314.0%
-92.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | +0.1% |
| 7D | +0.2% | +0.5% | -0.4% | -0.3% |
| 30D | -0.4% | -0.9% | +0.5% | +0.4% |
| 3M | +3.7% | +3.9% | -0.2% | +0.2% |
| 6M | +6.9% | +14.5% | -7.7% | -5.4% |
| YTD | +12.2% | +13.0% | -0.8% | +0.5% |
| 1Y | +16.2% | +19.4% | -3.2% | -1.0% |
| 3Y | +56.3% | +78.9% | -22.5% | -7.8% |
| 5Y | +64.3% | +82.3% | -17.9% | -5.4% |
| 10Y | +221.3% | +314.2% | -92.9% | -12.0% |
| All | +221.3% | +314.0% | -92.7% | -12.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling