+311.2%
ESOA vs VOO
+817.1%
-505.9%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.4% | +4.8% | +4.6% |
| 7D | +2.5% | +0.1% | +2.4% | +2.5% |
| 30D | -23.1% | +0.1% | -23.2% | -23.2% |
| 3M | -23.4% | +2.0% | -25.4% | -23.9% |
| 6M | -20.8% | +13.0% | -33.8% | -24.4% |
| YTD | +44.9% | +13.6% | +31.4% | +38.2% |
| 1Y | +20.7% | +20.1% | +0.6% | +12.9% |
| 3Y | +227.5% | +77.6% | +150.0% | +180.7% |
| 5Y | +573.5% | +82.4% | +491.1% | +471.1% |
| 10Y | +809.9% | +316.8% | +493.1% | +597.1% |
| All | +311.2% | +817.1% | -505.9% | +212.7% |
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 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