+810.9%
VOO vs EW
+963.5%
-152.6%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.7% |
| 7D | +2.6% | +4.9% | -2.3% | +1.3% |
| 30D | -2.0% | +23.9% | -25.9% | -7.2% |
| 3M | -2.8% | +15.8% | -18.5% | -6.5% |
| 6M | +2.2% | +31.7% | -29.5% | -5.1% |
| YTD | +11.5% | +25.7% | -14.2% | +4.5% |
| 1Y | +13.5% | +24.4% | -10.9% | +6.6% |
| 3Y | +78.1% | +65.9% | +12.2% | +49.6% |
| 5Y | +73.1% | -7.6% | +80.8% | +67.1% |
| 10Y | +310.7% | +253.2% | +57.5% | +188.7% |
| All | +810.9% | +963.5% | -152.6% | +412.6% |
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