+520.9%
ESP vs VOO
+817.1%
-296.2%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.6% | +1.4% |
| 7D | +1.9% | +0.1% | +1.8% | +1.8% |
| 30D | +3.2% | +0.1% | +3.2% | +3.2% |
| 3M | +14.3% | +2.0% | +12.3% | +13.6% |
| 6M | +12.0% | +13.0% | -1.0% | +7.5% |
| YTD | +35.6% | +13.6% | +22.0% | +29.9% |
| 1Y | +33.6% | +20.1% | +13.5% | +25.6% |
| 3Y | +301.9% | +77.6% | +224.3% | +233.5% |
| 5Y | +396.0% | +82.4% | +313.6% | +304.5% |
| 10Y | +238.1% | +316.8% | -78.8% | +110.9% |
| All | +520.9% | +817.1% | -296.2% | +226.6% |
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