+14.6%
EUSB vs VOO
+79.1%
-64.6%
-4.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | -1.3% | +3.3% | -4.6% | -1.5% |
| 30D | +0.7% | -2.7% | +3.4% | +0.9% |
| 3M | -1.3% | -1.7% | +0.5% | -1.2% |
| 6M | -1.4% | +3.1% | -4.5% | -1.6% |
| YTD | -1.5% | +11.9% | -13.4% | -2.1% |
| 1Y | -1.2% | +12.1% | -13.3% | -1.9% |
| All | +14.6% | +79.1% | -64.6% | +5.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling