+205.2%
ESOA vs VOO
+800.4%
-595.2%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.5% |
| 7D | +1.2% | +2.6% | -1.4% | +0.2% |
| 30D | -8.2% | -2.0% | -6.2% | -7.4% |
| 3M | -29.9% | -2.8% | -27.1% | -29.0% |
| 6M | -47.8% | +2.2% | -50.0% | -48.2% |
| YTD | +7.6% | +11.5% | -3.9% | +3.4% |
| 1Y | -13.4% | +13.5% | -26.9% | -17.3% |
| 3Y | +100.6% | +78.1% | +22.6% | +72.8% |
| 5Y | +386.8% | +73.1% | +313.7% | +317.5% |
| 10Y | +656.1% | +310.7% | +345.4% | +483.6% |
| All | +205.2% | +800.4% | -595.2% | +133.9% |
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