+821.3%
ESOA vs VOO
+325.3%
+496.0%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.5% |
| 7D | -3.5% | -0.8% | -2.7% | -3.1% |
| 30D | -11.3% | -1.1% | -10.2% | -10.8% |
| 3M | -30.5% | +3.9% | -34.4% | -31.8% |
| 6M | -16.3% | +13.6% | -29.9% | -21.3% |
| YTD | +39.9% | +12.7% | +27.2% | +32.2% |
| 1Y | +10.4% | +17.6% | -7.1% | +2.6% |
| 3Y | +212.0% | +77.3% | +134.6% | +158.9% |
| 5Y | +550.1% | +84.1% | +466.0% | +431.9% |
| All | +821.3% | +325.3% | +496.0% | +564.1% |
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