+128.9%
EWS vs VOO
+800.4%
-671.5%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | +1.3% | +2.6% | -1.3% | -0.7% |
| 30D | -3.4% | -2.0% | -1.4% | -2.0% |
| 3M | -9.9% | -2.8% | -7.2% | -8.1% |
| 6M | +4.4% | +2.2% | +2.3% | +2.5% |
| YTD | +11.6% | +11.5% | 0.0% | +2.4% |
| 1Y | +11.2% | +13.5% | -2.3% | +0.6% |
| 3Y | +90.0% | +78.1% | +11.9% | +20.7% |
| 5Y | +59.2% | +73.1% | -13.9% | +2.3% |
| 10Y | +128.8% | +310.7% | -182.0% | -31.3% |
| All | +128.9% | +800.4% | -671.5% | -68.6% |
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 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