+125.6%
EW vs VOO
+315.3%
-189.7%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.2% | -0.2% |
| 7D | -5.1% | -0.4% | -4.7% | -4.8% |
| 30D | -6.4% | -1.4% | -5.0% | -5.2% |
| 3M | -1.6% | +3.7% | -5.3% | -5.1% |
| 6M | +2.3% | +13.0% | -10.8% | -9.2% |
| YTD | +1.1% | +12.4% | -11.3% | -9.8% |
| 1Y | +8.0% | +18.6% | -10.6% | -8.5% |
| 3Y | +16.3% | +78.1% | -61.7% | -34.8% |
| 5Y | -29.4% | +82.3% | -111.7% | -61.2% |
| 10Y | +125.6% | +322.5% | -196.9% | -52.9% |
| All | +125.6% | +315.3% | -189.7% | -52.9% |
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 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