+221.3%
ESOA vs VOO
+77.0%
+144.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.3% |
| 7D | +0.8% | -0.4% | +1.1% | +1.3% |
| 30D | -24.2% | -1.4% | -22.8% | -22.4% |
| 3M | -24.2% | +3.7% | -27.9% | -29.2% |
| 6M | -17.2% | +13.0% | -30.2% | -34.0% |
| YTD | +44.1% | +12.4% | +31.6% | +16.0% |
| 1Y | +15.5% | +18.6% | -3.1% | -15.6% |
| All | +221.3% | +77.0% | +144.3% | +25.7% |
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