+322.3%
ESS vs VOO
+815.3%
-493.0%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.6% | +0.9% | +1.2% |
| 7D | +3.9% | -0.7% | +4.6% | +4.4% |
| 30D | -0.2% | -1.1% | +0.9% | +0.6% |
| 3M | -4.6% | -0.3% | -4.2% | -4.4% |
| 6M | +4.5% | +7.4% | -2.9% | -1.8% |
| YTD | +7.9% | +13.4% | -5.5% | -3.1% |
| 1Y | +10.0% | +14.8% | -4.8% | -2.3% |
| 3Y | +39.7% | +83.3% | -43.6% | -15.9% |
| 5Y | -1.7% | +76.1% | -77.8% | -39.3% |
| 10Y | +72.4% | +333.4% | -261.0% | -48.6% |
| All | +322.3% | +815.3% | -493.0% | -41.2% |
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