+62.0%
ESCA vs VOO
+18.2%
+43.8%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.8% | -1.9% | -1.6% |
| 7D | -6.5% | -0.8% | -5.7% | -6.0% |
| 30D | -5.5% | -1.1% | -4.4% | -4.8% |
| 3M | +6.6% | +3.9% | +2.7% | +4.1% |
| 6M | +18.6% | +13.6% | +4.9% | +9.9% |
| YTD | +48.7% | +12.7% | +36.0% | +38.2% |
| 1Y | +62.0% | +17.6% | +44.4% | +40.8% |
| All | +62.0% | +18.2% | +43.8% | +40.8% |
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