+45.5%
EUO vs VOO
+803.9%
-758.3%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.7% |
| 7D | +3.2% | +3.3% | 0.0% | +3.8% |
| 30D | +2.8% | -2.7% | +5.5% | +2.4% |
| 3M | +9.9% | -1.7% | +11.6% | +9.6% |
| 6M | +15.6% | +3.1% | +12.5% | +16.3% |
| YTD | +17.6% | +11.9% | +5.7% | +20.1% |
| 1Y | +15.0% | +12.1% | +3.0% | +17.5% |
| 3Y | +7.6% | +78.6% | -71.0% | +19.9% |
| 5Y | +30.6% | +73.8% | -43.2% | +47.2% |
| 10Y | +30.6% | +312.3% | -281.7% | +76.3% |
| All | +45.5% | +803.9% | -758.3% | +235.6% |
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