+145.9%
ESP vs VOO
+309.6%
-163.7%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.4% | -3.6% | -3.8% |
| 7D | -0.2% | +2.6% | -2.8% | -1.2% |
| 30D | -18.7% | -2.0% | -16.7% | -17.9% |
| 3M | -27.5% | -2.8% | -24.8% | -26.6% |
| 6M | -33.3% | +2.2% | -35.5% | -33.7% |
| YTD | 0.0% | +11.5% | -11.5% | -3.8% |
| 1Y | +24.4% | +13.5% | +10.9% | +18.9% |
| 3Y | +198.4% | +78.1% | +120.3% | +142.9% |
| 5Y | +238.2% | +73.1% | +165.0% | +176.0% |
| All | +145.9% | +309.6% | -163.7% | +38.4% |
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