+398.0%
EZPW vs VOO
+81.6%
+316.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | +1.5% | -0.4% | +1.8% | +1.7% |
| 30D | +21.7% | -1.4% | +23.0% | +22.7% |
| 3M | +3.1% | +3.7% | -0.6% | +1.3% |
| 6M | +23.9% | +13.0% | +10.9% | +16.1% |
| YTD | +70.3% | +12.4% | +57.9% | +60.2% |
| 1Y | +94.0% | +18.6% | +75.4% | +77.7% |
| 3Y | +305.3% | +78.1% | +227.2% | +190.5% |
| 5Y | +398.0% | +82.3% | +315.8% | +250.3% |
| All | +398.0% | +81.6% | +316.5% | +250.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling