+518.6%
EZM vs VOO
+802.4%
-283.7%
-47.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.1% |
| 7D | -2.3% | -2.0% | -0.3% | -0.2% |
| 30D | -2.9% | -1.7% | -1.2% | -1.1% |
| 3M | +2.3% | +4.7% | -2.5% | -2.8% |
| 6M | +10.8% | +12.6% | -1.7% | -2.6% |
| YTD | +12.2% | +11.8% | +0.5% | -0.6% |
| 1Y | +14.0% | +17.5% | -3.5% | -4.4% |
| 3Y | +48.2% | +77.0% | -28.8% | -19.9% |
| 5Y | +52.2% | +82.6% | -30.4% | -20.4% |
| 10Y | +174.6% | +320.0% | -145.4% | -40.4% |
| All | +518.6% | +802.4% | -283.7% | -36.9% |
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