+805.8%
VOO vs EW
+932.4%
-126.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.7% | +0.3% | -0.2% |
| 7D | -0.6% | +9.3% | -9.8% | -2.8% |
| 30D | -3.6% | +22.1% | -25.7% | -8.4% |
| 3M | -2.7% | +13.0% | -15.7% | -5.9% |
| 6M | +2.2% | +30.1% | -27.8% | -4.7% |
| YTD | +10.9% | +22.0% | -11.1% | +4.7% |
| 1Y | +11.3% | +23.7% | -12.4% | +4.7% |
| 3Y | +76.9% | +62.0% | +14.9% | +49.5% |
| 5Y | +73.5% | -12.4% | +85.9% | +69.7% |
| 10Y | +307.7% | +236.1% | +71.6% | +189.8% |
| All | +805.8% | +932.4% | -126.5% | +413.6% |
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