+75.8%
ESI vs VOO
+81.6%
-5.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -0.6% |
| 7D | +3.9% | -0.4% | +4.3% | +4.4% |
| 30D | -3.8% | -1.4% | -2.4% | -1.8% |
| 3M | -13.1% | +3.7% | -16.8% | -17.0% |
| 6M | +11.3% | +13.0% | -1.7% | -4.9% |
| YTD | +44.1% | +12.4% | +31.7% | +24.5% |
| 1Y | +40.3% | +18.6% | +21.7% | +13.7% |
| 3Y | +84.1% | +78.1% | +6.0% | -10.4% |
| 5Y | +75.8% | +82.3% | -6.5% | -15.3% |
| All | +75.8% | +81.6% | -5.8% | -15.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling