-88.8%
EU vs VOO
+74.6%
-163.4%
-89.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -0.3% | -6.6% | -6.3% |
| 7D | -14.3% | +3.3% | -17.6% | -18.9% |
| 30D | -40.7% | -2.7% | -38.0% | -37.0% |
| 3M | -60.9% | -1.7% | -59.1% | -58.8% |
| 6M | -67.3% | +3.1% | -70.4% | -67.7% |
| YTD | -78.2% | +11.9% | -90.2% | -81.2% |
| 1Y | -79.9% | +12.1% | -92.0% | -82.5% |
| 3Y | -83.6% | +78.6% | -162.2% | -92.9% |
| 5Y | -88.8% | +73.8% | -162.6% | -94.5% |
| All | -88.8% | +74.6% | -163.4% | -94.5% |
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