+204.6%
EWP vs VOO
+817.1%
-612.5%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.6% |
| 7D | +0.6% | +0.1% | +0.5% | +0.5% |
| 30D | +0.9% | +0.1% | +0.9% | +0.8% |
| 3M | +10.9% | +2.0% | +8.9% | +8.5% |
| 6M | +16.6% | +13.0% | +3.6% | +3.1% |
| YTD | +18.3% | +13.6% | +4.7% | +4.1% |
| 1Y | +36.1% | +20.1% | +16.1% | +13.1% |
| 3Y | +146.0% | +77.6% | +68.4% | +33.3% |
| 5Y | +159.6% | +82.4% | +77.1% | +34.6% |
| 10Y | +219.2% | +316.8% | -97.7% | -42.7% |
| All | +204.6% | +817.1% | -612.5% | -84.0% |
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