+30.6%
EUO vs VOO
+74.6%
-44.0%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.7% |
| 7D | +3.2% | +3.3% | 0.0% | +4.0% |
| 30D | +2.8% | -2.7% | +5.5% | +2.2% |
| 3M | +9.9% | -1.7% | +11.6% | +9.5% |
| 6M | +15.6% | +3.1% | +12.5% | +16.6% |
| YTD | +17.6% | +11.9% | +5.7% | +21.0% |
| 1Y | +15.0% | +12.1% | +3.0% | +18.4% |
| 3Y | +7.6% | +78.6% | -71.0% | +27.7% |
| 5Y | +30.6% | +73.8% | -43.2% | +63.5% |
| All | +30.6% | +74.6% | -44.0% | +63.5% |
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