+46.1%
EWX vs VOO
+77.0%
-30.9%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.4% |
| 7D | 0.0% | -0.4% | +0.3% | +0.2% |
| 30D | +2.9% | -1.4% | +4.2% | +3.8% |
| 3M | +2.1% | +3.7% | -1.6% | -0.3% |
| 6M | +11.7% | +13.0% | -1.4% | +3.5% |
| YTD | +12.9% | +12.4% | +0.5% | +5.0% |
| 1Y | +12.9% | +18.6% | -5.7% | +1.7% |
| All | +46.1% | +77.0% | -30.9% | -0.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling