+827.8%
VOO vs EW
+792.3%
+35.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.1% | -0.5% | -0.4% |
| 7D | +0.1% | -0.3% | +0.5% | +0.2% |
| 30D | +0.1% | +1.0% | -1.0% | -0.2% |
| 3M | +2.0% | +2.8% | -0.8% | +1.1% |
| 6M | +13.0% | +5.5% | +7.5% | +11.1% |
| YTD | +13.6% | +5.5% | +8.1% | +11.5% |
| 1Y | +20.1% | +11.0% | +9.0% | +16.1% |
| 3Y | +77.6% | +17.7% | +59.9% | +63.2% |
| 5Y | +82.4% | -25.7% | +108.2% | +86.2% |
| 10Y | +316.8% | +132.8% | +184.0% | +219.5% |
| All | +827.8% | +792.3% | +35.5% | +446.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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