+35.0%
EWL vs VOO
+81.6%
-46.5%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.1% |
| 7D | -3.4% | -0.4% | -3.0% | -3.2% |
| 30D | -5.6% | -1.4% | -4.2% | -4.8% |
| 3M | +0.7% | +3.7% | -3.1% | -1.6% |
| 6M | +1.4% | +13.0% | -11.7% | -6.0% |
| YTD | +3.1% | +12.4% | -9.3% | -4.1% |
| 1Y | +10.4% | +18.6% | -8.2% | -0.7% |
| 3Y | +42.9% | +78.1% | -35.2% | -2.6% |
| 5Y | +35.0% | +82.3% | -47.2% | -11.2% |
| All | +35.0% | +81.6% | -46.5% | -11.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling