+390.2%
ESOA vs VOO
+74.6%
+315.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.0% | -2.9% |
| 7D | +3.2% | +3.3% | -0.1% | -0.2% |
| 30D | -13.8% | -2.7% | -11.2% | -11.3% |
| 3M | -31.3% | -1.7% | -29.6% | -30.1% |
| 6M | -53.7% | +3.1% | -56.8% | -55.3% |
| YTD | +8.3% | +11.9% | -3.6% | -3.9% |
| 1Y | -18.3% | +12.1% | -30.3% | -27.5% |
| 3Y | +91.0% | +78.6% | +12.5% | +22.5% |
| 5Y | +390.2% | +73.8% | +316.4% | +219.1% |
| All | +390.2% | +74.6% | +315.6% | +219.1% |
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 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