-74.2%
EUM vs VOO
+810.0%
-884.2%
-77.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -0.3% |
| 7D | +1.4% | -0.8% | +2.2% | +0.7% |
| 30D | -1.8% | -1.1% | -0.7% | -2.7% |
| 3M | -1.3% | +3.9% | -5.2% | +3.0% |
| 6M | -15.3% | +13.6% | -28.9% | -2.6% |
| YTD | -21.1% | +12.7% | -33.8% | -9.8% |
| 1Y | -24.5% | +17.6% | -42.1% | -9.8% |
| 3Y | -41.3% | +77.3% | -118.6% | +7.9% |
| 5Y | -26.4% | +84.1% | -110.5% | +47.4% |
| 10Y | -62.5% | +323.5% | -386.0% | +124.3% |
| All | -74.2% | +810.0% | -884.2% | +388.9% |
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