+318.5%
ESI vs VOO
+309.6%
+8.9%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.2% |
| 7D | +5.5% | +2.6% | +2.9% | +2.2% |
| 30D | -7.8% | -2.0% | -5.8% | -4.9% |
| 3M | -15.0% | -2.8% | -12.2% | -11.4% |
| 6M | -24.9% | +2.2% | -27.1% | -26.1% |
| YTD | +33.2% | +11.5% | +21.7% | +18.2% |
| 1Y | +24.9% | +13.5% | +11.4% | +8.7% |
| 3Y | +77.8% | +78.1% | -0.3% | -10.0% |
| 5Y | +37.1% | +73.1% | -36.0% | -27.3% |
| All | +318.5% | +309.6% | +8.9% | -26.6% |
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