+140.5%
ESGD vs VOO
+309.9%
-169.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.3% | -1.0% | -1.0% |
| 7D | -1.5% | -2.7% | +1.2% | +0.6% |
| 30D | -1.0% | -5.4% | +4.4% | +3.4% |
| 3M | -5.0% | -4.1% | -0.9% | -1.8% |
| 6M | -0.7% | +0.7% | -1.4% | -1.3% |
| YTD | +8.1% | +8.7% | -0.6% | +1.3% |
| 1Y | +12.0% | +11.0% | +1.1% | +3.3% |
| 3Y | +60.6% | +75.5% | -14.8% | +2.3% |
| 5Y | +43.5% | +68.4% | -24.9% | -6.3% |
| All | +140.5% | +309.9% | -169.4% | -23.2% |
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