+139.6%
EWS vs VOO
+321.7%
-182.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.8% |
| 7D | -2.7% | -2.0% | -0.7% | -1.3% |
| 30D | -1.6% | -1.7% | 0.0% | -0.5% |
| 3M | +19.1% | +4.7% | +14.3% | +15.1% |
| 6M | +22.7% | +12.6% | +10.1% | +12.9% |
| YTD | +23.5% | +11.8% | +11.7% | +14.1% |
| 1Y | +20.3% | +17.5% | +2.7% | +7.3% |
| 3Y | +109.0% | +77.0% | +32.0% | +39.5% |
| 5Y | +82.1% | +82.6% | -0.5% | +17.9% |
| All | +139.6% | +321.7% | -182.2% | -15.2% |
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 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