+138.3%
EWP vs VOO
+78.4%
+59.8%
-12.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.3% | +1.7% | +2.4% |
| 7D | +5.4% | +0.1% | +5.3% | +5.2% |
| 30D | +4.0% | -3.3% | +7.3% | +6.4% |
| 3M | -3.9% | -2.4% | -1.5% | -2.4% |
| 6M | +6.9% | +2.6% | +4.3% | +4.9% |
| YTD | +13.5% | +11.3% | +2.2% | +5.5% |
| 1Y | +22.8% | +13.4% | +9.3% | +12.8% |
| 3Y | +138.3% | +80.3% | +58.0% | +53.6% |
| All | +138.3% | +78.4% | +59.8% | +53.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling