+226.4%
ESI vs VOO
+445.1%
-218.7%
-80.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.1% | +1.3% |
| 7D | +5.4% | +0.5% | +4.8% | +4.6% |
| 30D | -4.2% | -0.9% | -3.3% | -2.9% |
| 3M | -9.6% | +3.9% | -13.5% | -13.8% |
| 6M | +18.3% | +14.5% | +3.8% | -0.4% |
| YTD | +45.8% | +13.0% | +32.9% | +25.5% |
| 1Y | +39.2% | +19.4% | +19.7% | +11.8% |
| 3Y | +86.3% | +78.9% | +7.4% | -11.4% |
| 5Y | +76.2% | +82.3% | -6.1% | -17.3% |
| 10Y | +306.8% | +314.2% | -7.5% | -44.1% |
| All | +226.4% | +445.1% | -218.7% | -63.2% |
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 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