+129.0%
EZA vs VOO
+807.8%
-678.9%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.5% |
| 7D | +1.9% | -0.4% | +2.2% | +2.3% |
| 30D | +2.3% | -1.4% | +3.6% | +4.0% |
| 3M | +12.0% | +3.7% | +8.2% | +7.5% |
| 6M | +1.2% | +13.0% | -11.8% | -11.6% |
| YTD | +5.9% | +12.4% | -6.5% | -6.7% |
| 1Y | +30.2% | +18.6% | +11.6% | +7.8% |
| 3Y | +118.9% | +78.1% | +40.9% | +10.4% |
| 5Y | +88.3% | +82.3% | +6.0% | -9.4% |
| 10Y | +114.7% | +322.5% | -207.9% | -66.2% |
| All | +129.0% | +807.8% | -678.9% | -86.7% |
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