+75.3%
EQNR vs VOO
+77.4%
-2.1%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | -0.8% |
| 7D | +6.4% | -0.8% | +7.2% | +6.5% |
| 30D | +10.4% | -1.1% | +11.4% | +10.5% |
| 3M | +23.1% | +3.9% | +19.2% | +22.0% |
| 6M | +36.3% | +13.6% | +22.7% | +31.4% |
| YTD | +96.0% | +12.7% | +83.3% | +89.5% |
| 1Y | +94.2% | +17.6% | +76.6% | +83.9% |
| 3Y | +75.3% | +77.3% | -2.1% | +37.4% |
| All | +75.3% | +77.4% | -2.1% | +37.4% |
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