+169.7%
ESE vs VOO
+75.1%
+94.5%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.3% | -0.9% | -0.8% |
| 7D | -0.2% | -0.9% | +0.7% | +0.8% |
| 30D | -8.5% | -2.3% | -6.1% | -6.3% |
| 3M | -18.9% | -1.2% | -17.8% | -17.9% |
| 6M | -19.6% | +3.3% | -22.9% | -22.0% |
| YTD | +22.7% | +12.3% | +10.4% | +9.8% |
| 1Y | +10.9% | +12.5% | -1.6% | -0.9% |
| 3Y | +139.2% | +79.2% | +60.1% | +39.7% |
| 5Y | +169.7% | +75.7% | +94.0% | +54.0% |
| All | +169.7% | +75.1% | +94.5% | +54.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling