+156.5%
EQRR vs VOO
+254.1%
-97.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | 0.0% |
| 7D | -2.0% | -2.0% | 0.0% | -0.3% |
| 30D | -0.6% | -1.7% | +1.1% | +0.8% |
| 3M | +9.1% | +4.7% | +4.3% | +5.0% |
| 6M | +28.4% | +12.6% | +15.8% | +16.3% |
| YTD | +34.3% | +11.8% | +22.5% | +22.4% |
| 1Y | +38.2% | +17.5% | +20.7% | +20.8% |
| 3Y | +73.9% | +77.0% | -3.1% | +7.3% |
| 5Y | +101.0% | +82.6% | +18.4% | +20.8% |
| All | +156.5% | +254.1% | -97.6% | -6.5% |
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