+772.7%
ESE vs VOO
+817.1%
-44.4%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.4% | +0.5% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | -16.4% | +0.1% | -16.4% | -16.4% |
| 3M | -6.1% | +2.0% | -8.1% | -8.0% |
| 6M | -2.3% | +13.0% | -15.3% | -14.1% |
| YTD | +40.4% | +13.6% | +26.8% | +22.8% |
| 1Y | +35.0% | +20.1% | +14.9% | +11.3% |
| 3Y | +158.5% | +77.6% | +81.0% | +40.9% |
| 5Y | +222.0% | +82.4% | +139.5% | +68.7% |
| 10Y | +518.8% | +316.8% | +201.9% | +29.2% |
| All | +772.7% | +817.1% | -44.4% | -41.2% |
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 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