+143.7%
EZPW vs VOO
+311.2%
-167.5%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.2% |
| 7D | -5.8% | +3.3% | -9.1% | -7.9% |
| 30D | -18.2% | -2.7% | -15.5% | -16.5% |
| 3M | -6.4% | -1.7% | -4.7% | -5.1% |
| 6M | -19.4% | +3.1% | -22.5% | -20.7% |
| YTD | +39.3% | +11.9% | +27.3% | +29.7% |
| 1Y | +50.3% | +12.1% | +38.2% | +39.9% |
| 3Y | +229.1% | +78.6% | +150.5% | +116.8% |
| 5Y | +233.5% | +73.8% | +159.7% | +121.5% |
| All | +143.7% | +311.2% | -167.5% | -19.6% |
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