+369.1%
ESP vs VOO
+795.4%
-426.3%
-54.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.3% | -2.3% | -2.5% |
| 7D | -9.1% | -0.6% | -8.5% | -8.8% |
| 30D | -21.4% | -3.6% | -17.7% | -20.2% |
| 3M | -22.7% | -2.7% | -20.0% | -21.8% |
| 6M | -32.4% | +2.2% | -34.7% | -32.8% |
| YTD | +2.4% | +10.9% | -8.5% | -0.8% |
| 1Y | +29.2% | +11.3% | +17.8% | +24.9% |
| 3Y | +205.9% | +76.9% | +129.0% | +154.9% |
| 5Y | +235.4% | +73.5% | +161.9% | +178.8% |
| 10Y | +164.8% | +307.7% | -142.9% | +66.9% |
| All | +369.1% | +795.4% | -426.3% | +149.3% |
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