+192.2%
EWP vs VOO
+798.5%
-606.2%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.3% | +1.7% | +1.7% |
| 7D | +5.4% | +0.1% | +5.3% | +5.2% |
| 30D | +4.0% | -3.3% | +7.3% | +7.4% |
| 3M | -3.9% | -2.4% | -1.5% | -1.7% |
| 6M | +6.9% | +2.6% | +4.3% | +3.9% |
| YTD | +13.5% | +11.3% | +2.2% | +1.8% |
| 1Y | +22.8% | +13.4% | +9.3% | +8.0% |
| 3Y | +138.3% | +80.3% | +58.0% | +26.9% |
| 5Y | +150.4% | +72.7% | +77.7% | +37.7% |
| 10Y | +210.1% | +310.0% | -99.9% | -43.5% |
| All | +192.2% | +798.5% | -606.2% | -84.3% |
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