+311.4%
EWO vs VOO
+812.0%
-500.6%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.2% | +0.2% |
| 7D | +2.5% | +0.5% | +2.0% | +2.0% |
| 30D | +1.8% | -0.9% | +2.7% | +2.7% |
| 3M | +14.2% | +3.9% | +10.3% | +10.1% |
| 6M | +28.7% | +14.5% | +14.1% | +13.1% |
| YTD | +28.7% | +13.0% | +15.7% | +14.6% |
| 1Y | +47.9% | +19.4% | +28.5% | +24.7% |
| 3Y | +161.4% | +78.9% | +82.5% | +45.9% |
| 5Y | +122.4% | +82.3% | +40.2% | +20.7% |
| 10Y | +286.1% | +314.2% | -28.2% | -17.7% |
| All | +311.4% | +812.0% | -500.6% | -71.2% |
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 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