+232.2%
EUFN vs VOO
+775.2%
-543.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.4% | +3.1% | +3.6% |
| 7D | +3.0% | -4.7% | +7.7% | +8.5% |
| 30D | -0.4% | -5.9% | +5.5% | +6.4% |
| 3M | -7.0% | -4.5% | -2.5% | -2.3% |
| 6M | +9.1% | +1.9% | +7.2% | +6.7% |
| YTD | +9.2% | +8.4% | +0.8% | -0.1% |
| 1Y | +20.8% | +9.5% | +11.3% | +9.3% |
| 3Y | +139.9% | +75.3% | +64.6% | +24.9% |
| 5Y | +135.8% | +67.9% | +68.0% | +27.7% |
| 10Y | +246.9% | +314.4% | -67.6% | -44.3% |
| All | +232.2% | +775.2% | -543.1% | -83.4% |
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