+373.0%
ESP vs VOO
+806.9%
-433.9%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.4% |
| 7D | -5.5% | -0.9% | -4.6% | -5.0% |
| 30D | -19.0% | -2.3% | -16.7% | -18.2% |
| 3M | -24.3% | -1.2% | -23.2% | -23.9% |
| 6M | -31.6% | +3.3% | -34.9% | -32.2% |
| YTD | +3.3% | +12.3% | -9.0% | -0.5% |
| 1Y | +29.3% | +12.5% | +16.8% | +24.5% |
| 3Y | +208.4% | +79.2% | +129.2% | +155.8% |
| 5Y | +249.3% | +75.7% | +173.7% | +189.1% |
| 10Y | +157.9% | +313.7% | -155.7% | +61.8% |
| All | +373.0% | +806.9% | -433.9% | +150.2% |
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 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