+229.6%
EUFN vs VOO
+314.4%
-84.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -1.6% |
| 7D | +0.2% | -0.9% | +1.1% | +0.9% |
| 30D | +3.9% | -2.3% | +6.2% | +6.1% |
| 3M | -5.4% | -1.2% | -4.2% | -4.4% |
| 6M | +8.2% | +3.3% | +4.9% | +4.8% |
| YTD | +10.7% | +12.3% | -1.6% | -0.7% |
| 1Y | +18.9% | +12.5% | +6.4% | +6.5% |
| 3Y | +142.7% | +79.2% | +63.5% | +37.3% |
| 5Y | +142.1% | +75.7% | +66.4% | +38.9% |
| 10Y | +229.6% | +313.7% | -84.1% | -30.2% |
| All | +229.6% | +314.4% | -84.8% | -30.2% |
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