+579.0%
EQL vs VOO
+777.9%
-198.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.4% |
| 7D | -1.5% | -2.7% | +1.2% | +0.9% |
| 30D | +0.4% | -5.4% | +5.7% | +5.3% |
| 3M | -0.9% | -4.1% | +3.2% | +2.7% |
| 6M | +1.9% | +0.7% | +1.2% | +0.9% |
| YTD | +11.2% | +8.7% | +2.5% | +2.7% |
| 1Y | +14.2% | +11.0% | +3.3% | +3.5% |
| 3Y | +59.5% | +75.5% | -15.9% | -5.3% |
| 5Y | +55.8% | +68.4% | -12.5% | -4.6% |
| 10Y | +233.1% | +315.7% | -82.6% | -12.1% |
| All | +579.0% | +777.9% | -198.8% | -13.5% |
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