+89.2%
ES vs VOO
+306.9%
-217.7%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.4% |
| 7D | +0.9% | -0.6% | +1.4% | +1.0% |
| 30D | +5.9% | -3.6% | +9.6% | +7.8% |
| 3M | -1.0% | -2.7% | +1.7% | +0.2% |
| 6M | +7.2% | +2.2% | +4.9% | +5.2% |
| YTD | +7.0% | +10.9% | -3.9% | 0.0% |
| 1Y | +0.5% | +11.3% | -10.9% | -6.4% |
| 3Y | +48.7% | +76.9% | -28.3% | +2.9% |
| 5Y | +1.9% | +73.5% | -71.6% | -29.6% |
| 10Y | +89.2% | +307.7% | -218.5% | -27.0% |
| All | +89.2% | +306.9% | -217.7% | -27.0% |
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