+82.6%
VOO vs EFV
+94.1%
-11.5%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.4% |
| 7D | -2.0% | -2.0% | 0.0% | -0.5% |
| 30D | -1.7% | -0.2% | -1.5% | -1.5% |
| 3M | +4.7% | +9.1% | -4.4% | -2.1% |
| 6M | +12.6% | +11.7% | +0.9% | +3.2% |
| YTD | +11.8% | +17.0% | -5.3% | -1.4% |
| 1Y | +17.5% | +26.7% | -9.2% | -2.6% |
| 3Y | +77.0% | +90.2% | -13.2% | +5.2% |
| 5Y | +82.6% | +96.1% | -13.5% | +3.7% |
| All | +82.6% | +94.1% | -11.5% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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