+162.5%
EWS vs VOO
+817.1%
-654.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.1% |
| 7D | +1.9% | +0.1% | +1.8% | +1.8% |
| 30D | +6.9% | +0.1% | +6.9% | +6.9% |
| 3M | +18.5% | +2.0% | +16.5% | +16.6% |
| 6M | +26.7% | +13.0% | +13.7% | +15.2% |
| YTD | +27.9% | +13.6% | +14.3% | +15.8% |
| 1Y | +27.5% | +20.1% | +7.4% | +10.6% |
| 3Y | +112.6% | +77.6% | +35.0% | +35.5% |
| 5Y | +87.8% | +82.4% | +5.4% | +15.8% |
| 10Y | +151.0% | +316.8% | -165.9% | -25.4% |
| All | +162.5% | +817.1% | -654.6% | -64.5% |
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