+240.1%
EZPW vs VOO
+72.6%
+167.5%
-35.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.4% | +2.2% | +2.1% |
| 7D | -3.5% | +2.6% | -6.1% | -5.0% |
| 30D | -15.8% | -2.0% | -13.8% | -14.7% |
| 3M | -3.8% | -2.8% | -1.1% | -2.0% |
| 6M | -16.5% | +2.2% | -18.7% | -17.2% |
| YTD | +41.9% | +11.5% | +30.3% | +34.2% |
| 1Y | +58.2% | +13.5% | +44.8% | +48.4% |
| 3Y | +233.9% | +78.1% | +155.9% | +138.3% |
| All | +240.1% | +72.6% | +167.5% | +137.2% |
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 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