+219.1%
EWC vs VOO
+817.1%
-598.0%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.4% | -0.3% | -0.4% |
| 7D | +0.5% | +0.1% | +0.4% | +0.4% |
| 30D | +2.1% | +0.1% | +2.0% | +2.0% |
| 3M | +4.9% | +2.0% | +2.9% | +2.9% |
| 6M | +8.5% | +13.0% | -4.6% | -2.8% |
| YTD | +15.6% | +13.6% | +2.0% | +3.1% |
| 1Y | +28.0% | +20.1% | +7.9% | +8.7% |
| 3Y | +87.9% | +77.6% | +10.3% | +11.2% |
| 5Y | +80.1% | +82.4% | -2.4% | +3.3% |
| 10Y | +195.1% | +316.8% | -121.8% | -23.3% |
| All | +219.1% | +817.1% | -598.0% | -62.8% |
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