-67.9%
EZRA vs VOO
+13.4%
-81.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.6% | -1.7% |
| 7D | -4.6% | -0.8% | -3.8% | -3.7% |
| 30D | +14.9% | -1.1% | +16.0% | +16.3% |
| 3M | -26.2% | +3.9% | -30.1% | -29.1% |
| 6M | -67.9% | +13.6% | -81.5% | -69.7% |
| All | -67.9% | +13.4% | -81.3% | -69.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling