+712.3%
ESCA vs VOO
+812.0%
-99.7%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.6% | -0.7% |
| 7D | +2.5% | +0.5% | +2.0% | +2.1% |
| 30D | -8.7% | -0.9% | -7.8% | -8.1% |
| 3M | +15.5% | +3.9% | +11.6% | +12.0% |
| 6M | +39.8% | +14.5% | +25.3% | +25.6% |
| YTD | +57.2% | +13.0% | +44.2% | +42.6% |
| 1Y | +70.8% | +19.4% | +51.4% | +48.3% |
| 3Y | +67.9% | +78.9% | -11.0% | +7.4% |
| 5Y | +20.2% | +82.3% | -62.1% | -24.6% |
| 10Y | +144.1% | +314.2% | -170.1% | -8.9% |
| All | +712.3% | +812.0% | -99.7% | +144.7% |
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