+173.3%
EZM vs VOO
+325.3%
-152.0%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | -0.2% |
| 7D | -1.7% | -0.8% | -0.9% | -0.8% |
| 30D | -2.7% | -1.1% | -1.7% | -1.6% |
| 3M | +0.9% | +3.9% | -3.0% | -3.3% |
| 6M | +11.8% | +13.6% | -1.9% | -2.7% |
| YTD | +13.0% | +12.7% | +0.3% | -0.8% |
| 1Y | +13.4% | +17.6% | -4.2% | -4.9% |
| 3Y | +49.5% | +77.3% | -27.8% | -19.5% |
| 5Y | +53.3% | +84.1% | -30.8% | -20.7% |
| All | +173.3% | +325.3% | -152.0% | -42.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling