+0.5%
ES vs VOO
+12.0%
-11.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.2% |
| 7D | +0.9% | -0.6% | +1.4% | +0.8% |
| 30D | +5.9% | -3.6% | +9.6% | +5.8% |
| 3M | -1.0% | -2.7% | +1.7% | -1.2% |
| 6M | +7.2% | +2.2% | +4.9% | +6.9% |
| YTD | +7.0% | +10.9% | -3.9% | +4.5% |
| 1Y | +0.5% | +11.3% | -10.9% | -2.1% |
| All | +0.5% | +12.0% | -11.6% | -2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling