+147.5%
ESGD vs VOO
+318.7%
-171.2%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.4% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +0.8% | +0.1% | +0.7% | +0.7% |
| 3M | +5.1% | +2.0% | +3.1% | +3.4% |
| 6M | +8.7% | +13.0% | -4.3% | -1.1% |
| YTD | +14.6% | +13.6% | +1.1% | +3.9% |
| 1Y | +22.3% | +20.1% | +2.2% | +6.1% |
| 3Y | +64.4% | +77.6% | -13.2% | +4.0% |
| 5Y | +51.9% | +82.4% | -30.6% | -6.6% |
| 10Y | +145.7% | +316.8% | -171.1% | -15.0% |
| All | +147.5% | +318.7% | -171.2% | -14.4% |
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