-3.2%
ESS vs VOO
+67.5%
-70.8%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.4% | +4.3% | +2.9% |
| 7D | +2.3% | -4.7% | +7.0% | +5.6% |
| 30D | -0.4% | -5.9% | +5.5% | +3.6% |
| 3M | -4.9% | -4.5% | -0.4% | -2.1% |
| 6M | +3.6% | +1.9% | +1.8% | +1.5% |
| YTD | +7.8% | +8.4% | -0.6% | +0.7% |
| 1Y | +8.4% | +9.5% | -1.1% | +0.3% |
| 3Y | +39.6% | +75.3% | -35.6% | -11.5% |
| 5Y | -3.2% | +67.9% | -71.1% | -35.5% |
| All | -3.2% | +67.5% | -70.8% | -35.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling