+817.5%
VOO vs EIX
+218.7%
+598.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.5% | +1.7% | +1.4% |
| 7D | -0.9% | -2.5% | +1.6% | -0.2% |
| 30D | -2.3% | +7.7% | -10.0% | -4.4% |
| 3M | -1.2% | -12.9% | +11.7% | +1.2% |
| 6M | +3.3% | -12.7% | +16.0% | +5.2% |
| YTD | +12.3% | +5.5% | +6.9% | +7.3% |
| 1Y | +12.5% | +9.4% | +3.1% | +6.1% |
| 3Y | +79.2% | +9.7% | +69.5% | +64.1% |
| 5Y | +75.7% | +16.9% | +58.8% | +55.7% |
| 10Y | +313.7% | +34.3% | +279.4% | +228.8% |
| All | +817.5% | +218.7% | +598.7% | +325.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling