+148.3%
EG vs VOO
+309.6%
-161.3%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.4% | +1.5% | +1.4% |
| 7D | +3.9% | +2.6% | +1.3% | +2.0% |
| 30D | +13.8% | -2.0% | +15.8% | +15.1% |
| 3M | +17.3% | -2.8% | +20.1% | +19.3% |
| 6M | +24.2% | +2.2% | +22.0% | +21.0% |
| YTD | +28.1% | +11.5% | +16.6% | +16.5% |
| 1Y | +32.8% | +13.5% | +19.3% | +19.1% |
| 3Y | +16.8% | +78.1% | -61.3% | -27.8% |
| 5Y | +71.5% | +73.1% | -1.6% | +7.1% |
| All | +148.3% | +309.6% | -161.3% | -19.6% |
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