+962.2%
EW vs VOO
+803.9%
+158.4%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.3% |
| 7D | +4.9% | +3.3% | +1.7% | +1.9% |
| 30D | +24.1% | -2.7% | +26.8% | +26.9% |
| 3M | +13.7% | -1.7% | +15.4% | +15.2% |
| 6M | +32.7% | +3.1% | +29.6% | +28.3% |
| YTD | +24.1% | +11.9% | +12.2% | +11.1% |
| 1Y | +23.6% | +12.1% | +11.6% | +10.5% |
| 3Y | +64.8% | +78.6% | -13.8% | -6.7% |
| 5Y | -8.8% | +73.8% | -82.6% | -46.9% |
| 10Y | +248.8% | +312.3% | -63.5% | -9.4% |
| All | +962.2% | +803.9% | +158.4% | +80.8% |
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