-71.1%
EU vs VOO
+82.6%
-153.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -0.9% |
| 7D | -3.1% | +0.1% | -3.2% | -3.2% |
| 30D | +7.8% | +0.1% | +7.8% | +7.9% |
| 3M | -22.0% | +2.0% | -24.0% | -23.7% |
| 6M | -41.2% | +13.0% | -54.3% | -51.1% |
| YTD | -50.0% | +13.6% | -63.6% | -58.6% |
| 1Y | -46.6% | +20.1% | -66.6% | -59.2% |
| 3Y | -51.6% | +77.6% | -129.1% | -79.3% |
| All | -71.1% | +82.6% | -153.7% | -87.0% |
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