+677.8%
EU vs VOO
+317.9%
+359.9%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.3% | +8.8% | +8.4% |
| 7D | +1.4% | +0.1% | +1.4% | +2.1% |
| 30D | -27.8% | -3.3% | -24.5% | -24.2% |
| 3M | -44.0% | -2.4% | -41.6% | -41.5% |
| 6M | -57.8% | +2.6% | -60.4% | -57.8% |
| YTD | -71.8% | +11.3% | -83.1% | -74.0% |
| 1Y | -73.5% | +13.4% | -86.9% | -75.9% |
| 3Y | -78.3% | +80.3% | -158.5% | -86.9% |
| 5Y | -85.4% | +72.7% | -158.1% | -90.7% |
| 10Y | +677.8% | +310.0% | +367.7% | +209.2% |
| All | +677.8% | +317.9% | +359.9% | +209.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling