+125.3%
EWX vs VOO
+812.0%
-686.7%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.3% |
| 7D | +0.3% | +0.5% | -0.2% | -0.1% |
| 30D | +2.9% | -0.9% | +3.8% | +3.6% |
| 3M | +2.5% | +3.9% | -1.4% | -0.5% |
| 6M | +12.5% | +14.5% | -2.0% | +1.2% |
| YTD | +12.8% | +13.0% | -0.1% | +2.6% |
| 1Y | +12.4% | +19.4% | -7.0% | -2.3% |
| 3Y | +46.7% | +78.9% | -32.2% | -9.2% |
| 5Y | +41.0% | +82.3% | -41.2% | -15.6% |
| 10Y | +122.1% | +314.2% | -192.2% | -40.8% |
| All | +125.3% | +812.0% | -686.7% | -74.3% |
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