+139.6%
EG vs VOO
+321.7%
-182.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.3% |
| 7D | -3.4% | -2.0% | -1.4% | -2.0% |
| 30D | +2.0% | -1.7% | +3.7% | +3.2% |
| 3M | +11.5% | +4.7% | +6.8% | +7.4% |
| 6M | +15.3% | +12.6% | +2.8% | +4.8% |
| YTD | +11.3% | +11.8% | -0.5% | +1.5% |
| 1Y | +11.1% | +17.5% | -6.5% | -2.8% |
| 3Y | +6.1% | +77.0% | -70.9% | -33.8% |
| 5Y | +60.0% | +82.6% | -22.6% | -4.3% |
| All | +139.6% | +321.7% | -182.1% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling