+44.7%
EZPW vs VOO
+803.9%
-759.2%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.1% |
| 7D | -5.8% | +3.3% | -9.1% | -8.3% |
| 30D | -18.2% | -2.7% | -15.5% | -16.2% |
| 3M | -6.4% | -1.7% | -4.7% | -4.9% |
| 6M | -19.4% | +3.1% | -22.5% | -21.1% |
| YTD | +39.3% | +11.9% | +27.3% | +27.4% |
| 1Y | +50.3% | +12.1% | +38.2% | +37.4% |
| 3Y | +229.1% | +78.6% | +150.5% | +96.0% |
| 5Y | +233.5% | +73.8% | +159.7% | +100.1% |
| 10Y | +147.0% | +312.3% | -165.3% | -42.0% |
| All | +44.7% | +803.9% | -759.2% | -88.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling