+91.1%
ESGE vs VOO
+77.0%
+14.1%
-16.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.2% |
| 7D | +2.1% | -0.4% | +2.5% | +2.5% |
| 30D | +5.7% | -1.4% | +7.1% | +7.1% |
| 3M | +5.3% | +3.7% | +1.5% | +2.1% |
| 6M | +19.1% | +13.0% | +6.0% | +8.0% |
| YTD | +26.2% | +12.4% | +13.8% | +15.0% |
| 1Y | +36.4% | +18.6% | +17.8% | +19.6% |
| All | +91.1% | +77.0% | +14.1% | +18.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling