+508.0%
ESE vs VOO
+321.7%
+186.3%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -0.7% |
| 7D | -2.4% | -2.0% | -0.4% | -0.4% |
| 30D | -9.5% | -1.7% | -7.9% | -7.9% |
| 3M | -12.3% | +4.7% | -17.0% | -16.2% |
| 6M | -1.0% | +12.6% | -13.6% | -12.3% |
| YTD | +36.9% | +11.8% | +25.1% | +22.3% |
| 1Y | +30.3% | +17.5% | +12.7% | +10.5% |
| 3Y | +167.6% | +77.0% | +90.6% | +49.8% |
| 5Y | +229.4% | +82.6% | +146.8% | +76.8% |
| All | +508.0% | +321.7% | +186.3% | +29.2% |
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