+78.9%
VOO vs EIX
0.0%
+78.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.5% | -5.1% | -1.0% |
| 7D | +0.5% | +0.9% | -0.4% | +0.4% |
| 30D | -0.9% | -13.5% | +12.6% | +0.1% |
| 3M | +3.9% | -15.3% | +19.1% | +5.1% |
| 6M | +14.5% | -15.3% | +29.9% | +15.7% |
| YTD | +13.0% | +2.7% | +10.2% | +10.3% |
| 1Y | +19.4% | +17.4% | +2.0% | +13.6% |
| 3Y | +78.9% | -1.3% | +80.2% | +69.3% |
| All | +78.9% | 0.0% | +78.9% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 3y: compounded portfolio wealth divided by compounded EIX 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…
3y analysis · Full analysis span regression · 6 months rolling