+802.6%
EW vs VOO
+817.1%
-14.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | -0.3% | +0.1% | -0.5% | -0.5% |
| 30D | +1.0% | +0.1% | +1.0% | +0.9% |
| 3M | +2.8% | +2.0% | +0.8% | +0.6% |
| 6M | +5.5% | +13.0% | -7.5% | -6.1% |
| YTD | +5.5% | +13.6% | -8.1% | -6.6% |
| 1Y | +11.0% | +20.1% | -9.0% | -6.8% |
| 3Y | +17.7% | +77.6% | -59.9% | -32.7% |
| 5Y | -25.7% | +82.4% | -108.2% | -58.5% |
| 10Y | +132.8% | +316.8% | -184.0% | -39.9% |
| All | +802.6% | +817.1% | -14.5% | +52.0% |
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