+140.8%
EUFN vs VOO
+72.6%
+68.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.4% | +0.6% | +0.5% |
| 7D | +3.1% | +2.6% | +0.5% | +0.9% |
| 30D | +3.0% | -2.0% | +5.0% | +4.7% |
| 3M | -6.5% | -2.8% | -3.7% | -4.3% |
| 6M | +8.6% | +2.2% | +6.4% | +6.5% |
| YTD | +10.1% | +11.5% | -1.4% | +0.4% |
| 1Y | +17.9% | +13.5% | +4.4% | +6.1% |
| 3Y | +139.7% | +78.1% | +61.6% | +44.8% |
| All | +140.8% | +72.6% | +68.3% | +47.2% |
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 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