+209.2%
EWC vs VOO
+800.4%
-591.2%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.3% | +0.3% |
| 7D | +0.3% | +2.6% | -2.3% | -1.9% |
| 30D | +1.4% | -2.0% | +3.4% | +3.1% |
| 3M | -3.2% | -2.8% | -0.4% | -0.9% |
| 6M | +4.6% | +2.2% | +2.4% | +2.4% |
| YTD | +12.0% | +11.5% | +0.5% | +1.4% |
| 1Y | +20.3% | +13.5% | +6.8% | +7.3% |
| 3Y | +90.0% | +78.1% | +11.9% | +12.1% |
| 5Y | +66.2% | +73.1% | -6.9% | -0.2% |
| 10Y | +197.5% | +310.7% | -113.2% | -21.8% |
| All | +209.2% | +800.4% | -591.2% | -63.4% |
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 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