+329.2%
ESS vs VOO
+817.1%
-487.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.3% |
| 7D | -1.9% | +0.1% | -2.0% | -2.0% |
| 30D | -3.3% | +0.1% | -3.3% | -3.3% |
| 3M | -1.2% | +2.0% | -3.3% | -3.2% |
| 6M | +10.9% | +13.0% | -2.1% | 0.0% |
| YTD | +9.6% | +13.6% | -3.9% | -1.6% |
| 1Y | +9.5% | +20.1% | -10.5% | -6.2% |
| 3Y | +31.3% | +77.6% | -46.2% | -18.8% |
| 5Y | -0.5% | +82.4% | -82.9% | -40.3% |
| 10Y | +72.0% | +316.8% | -244.9% | -47.1% |
| All | +329.2% | +817.1% | -487.9% | -40.3% |
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