+614.7%
ESEA vs VOO
+325.3%
+289.4%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.8% | +0.4% | +0.6% |
| 7D | -1.3% | -0.8% | -0.5% | -0.7% |
| 30D | +1.2% | -1.1% | +2.3% | +2.0% |
| 3M | +11.1% | +3.9% | +7.2% | +8.1% |
| 6M | +12.7% | +13.6% | -1.0% | +3.1% |
| YTD | +41.3% | +12.7% | +28.6% | +30.1% |
| 1Y | +23.7% | +17.6% | +6.1% | +10.9% |
| 3Y | +315.1% | +77.3% | +237.8% | +179.5% |
| 5Y | +302.0% | +84.1% | +217.9% | +163.5% |
| All | +614.7% | +325.3% | +289.4% | +62.9% |
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