-81.6%
EU vs VOO
+693.3%
-774.9%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.2% |
| 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% | -22.8% |
| 6M | -41.2% | +13.0% | -54.3% | -46.6% |
| YTD | -50.0% | +13.6% | -63.6% | -54.6% |
| 1Y | -46.6% | +20.1% | -66.6% | -53.5% |
| 3Y | -51.6% | +77.6% | -129.1% | -68.1% |
| 5Y | -72.1% | +82.4% | -154.5% | -81.5% |
| 10Y | +726.7% | +316.8% | +409.8% | +284.2% |
| All | -81.6% | +693.3% | -774.9% | -93.0% |
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 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