+233.9%
EZPW vs VOO
+78.5%
+155.5%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.1% |
| 7D | -3.5% | +2.6% | -6.1% | -4.9% |
| 30D | -15.8% | -2.0% | -13.8% | -14.8% |
| 3M | -3.8% | -2.8% | -1.1% | -2.2% |
| 6M | -16.5% | +2.2% | -18.7% | -17.0% |
| YTD | +41.9% | +11.5% | +30.3% | +36.1% |
| 1Y | +58.2% | +13.5% | +44.8% | +51.0% |
| 3Y | +233.9% | +78.1% | +155.9% | +128.1% |
| All | +233.9% | +78.5% | +155.5% | +128.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling