+800.3%
ESQ vs VOO
+261.5%
+538.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.2% |
| 7D | +3.8% | +3.3% | +0.5% | +1.0% |
| 30D | +9.6% | -2.7% | +12.3% | +12.0% |
| 3M | -0.7% | -1.7% | +1.0% | +0.6% |
| 6M | +25.4% | +3.1% | +22.3% | +21.6% |
| YTD | +29.7% | +11.9% | +17.8% | +17.1% |
| 1Y | +33.2% | +12.1% | +21.1% | +20.1% |
| 3Y | +190.4% | +78.6% | +111.8% | +73.8% |
| 5Y | +279.1% | +73.8% | +205.3% | +129.1% |
| All | +800.3% | +261.5% | +538.8% | +201.5% |
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