+239.7%
ESP vs VOO
+315.3%
-75.6%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.4% |
| 7D | +0.2% | -0.4% | +0.5% | +0.3% |
| 30D | +0.3% | -1.4% | +1.7% | +0.9% |
| 3M | +11.0% | +3.7% | +7.3% | +9.5% |
| 6M | +13.6% | +13.0% | +0.6% | +8.5% |
| YTD | +32.9% | +12.4% | +20.5% | +27.2% |
| 1Y | +31.0% | +18.6% | +12.4% | +22.9% |
| 3Y | +316.9% | +78.1% | +238.8% | +239.1% |
| 5Y | +406.8% | +82.3% | +324.5% | +305.3% |
| 10Y | +239.7% | +322.5% | -82.8% | +107.2% |
| All | +239.7% | +315.3% | -75.6% | +107.2% |
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