+120.2%
EWO vs VOO
+82.8%
+37.4%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.9% | -0.7% |
| 7D | -1.0% | -0.8% | -0.2% | -0.3% |
| 30D | +0.9% | -1.1% | +2.0% | +1.8% |
| 3M | +9.3% | +3.9% | +5.5% | +6.0% |
| 6M | +27.3% | +13.6% | +13.7% | +15.1% |
| YTD | +27.9% | +12.7% | +15.2% | +16.4% |
| 1Y | +46.8% | +17.6% | +29.3% | +29.1% |
| 3Y | +158.0% | +77.3% | +80.7% | +59.9% |
| All | +120.2% | +82.8% | +37.4% | +31.8% |
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 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