+248.8%
EW vs VOO
+314.4%
-65.6%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +0.6% |
| 7D | +6.5% | -0.9% | +7.4% | +7.2% |
| 30D | +22.5% | -2.3% | +24.8% | +24.9% |
| 3M | +13.0% | -1.2% | +14.1% | +13.8% |
| 6M | +37.1% | +3.3% | +33.8% | +32.2% |
| YTD | +24.1% | +12.3% | +11.8% | +10.6% |
| 1Y | +24.2% | +12.5% | +11.7% | +10.5% |
| 3Y | +64.8% | +79.2% | -14.4% | -8.3% |
| 5Y | -7.4% | +75.7% | -83.1% | -47.3% |
| 10Y | +248.8% | +313.7% | -64.9% | -22.3% |
| All | +248.8% | +314.4% | -65.6% | -22.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling