+15.8%
EG vs VOO
+79.7%
-63.9%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -0.9% | -0.1% |
| 7D | +0.6% | -0.9% | +1.5% | +0.9% |
| 30D | +13.7% | -2.3% | +16.1% | +14.6% |
| 3M | +16.5% | -1.2% | +17.7% | +16.8% |
| 6M | +22.2% | +3.3% | +18.8% | +19.9% |
| YTD | +27.1% | +12.3% | +14.8% | +19.4% |
| 1Y | +32.9% | +12.5% | +20.4% | +24.8% |
| All | +15.8% | +79.7% | -63.9% | -14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling