+240.7%
ESPO vs VOO
+207.9%
+32.8%
-51.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.3% |
| 7D | -0.7% | -0.8% | +0.1% | +0.1% |
| 30D | -0.8% | -1.1% | +0.3% | +0.2% |
| 3M | +10.2% | +3.9% | +6.3% | +6.2% |
| 6M | +4.7% | +13.6% | -8.9% | -7.3% |
| YTD | -6.2% | +12.7% | -18.9% | -16.3% |
| 1Y | -17.8% | +17.6% | -35.4% | -29.5% |
| 3Y | +86.1% | +77.3% | +8.7% | +8.7% |
| 5Y | +50.6% | +84.1% | -33.5% | -14.2% |
| All | +240.7% | +207.9% | +32.8% | +31.9% |
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