+27.7%
ESUM vs VOO
+29.5%
-1.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.4% |
| 7D | +0.3% | +0.5% | -0.3% | -0.3% |
| 30D | -1.8% | -0.9% | -0.9% | -0.9% |
| 3M | +4.3% | +3.9% | +0.4% | +0.5% |
| 6M | +14.0% | +14.5% | -0.5% | +0.1% |
| YTD | +14.3% | +13.0% | +1.4% | +1.8% |
| 1Y | +14.9% | +19.4% | -4.5% | -3.1% |
| All | +27.7% | +29.5% | -1.8% | -2.9% |
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 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