+216.2%
EZPW vs VOO
+321.7%
-105.5%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.6% | -1.2% | -1.4% |
| 7D | -2.5% | -2.0% | -0.5% | -1.1% |
| 30D | +20.4% | -1.7% | +22.1% | +21.9% |
| 3M | +11.8% | +4.7% | +7.1% | +8.6% |
| 6M | +23.0% | +12.6% | +10.4% | +13.7% |
| YTD | +67.2% | +11.8% | +55.4% | +55.5% |
| 1Y | +93.4% | +17.5% | +75.8% | +73.9% |
| 3Y | +297.9% | +77.0% | +220.9% | +162.6% |
| 5Y | +388.3% | +82.6% | +305.7% | +210.3% |
| All | +216.2% | +321.7% | -105.5% | -2.2% |
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