+215.8%
EWP vs VOO
+306.9%
-91.1%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.3% | +0.5% | +0.5% |
| 7D | +6.0% | -0.6% | +6.6% | +6.5% |
| 30D | +4.2% | -3.6% | +7.8% | +7.3% |
| 3M | -3.3% | -2.7% | -0.6% | -1.2% |
| 6M | +7.1% | +2.2% | +4.9% | +5.0% |
| YTD | +13.7% | +10.9% | +2.8% | +4.4% |
| 1Y | +21.2% | +11.3% | +9.9% | +10.9% |
| 3Y | +136.4% | +76.9% | +59.5% | +44.3% |
| 5Y | +151.6% | +73.5% | +78.1% | +55.0% |
| 10Y | +215.8% | +307.7% | -91.9% | -16.8% |
| All | +215.8% | +306.9% | -91.1% | -16.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling