+540.7%
EG vs VOO
+817.1%
-276.4%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | +2.0% | +0.1% | +2.0% | +2.0% |
| 3M | +19.9% | +2.0% | +17.9% | +17.6% |
| 6M | +15.4% | +13.0% | +2.4% | +4.6% |
| YTD | +13.6% | +13.6% | 0.0% | +2.4% |
| 1Y | +11.7% | +20.1% | -8.4% | -3.7% |
| 3Y | +10.0% | +77.6% | -67.5% | -30.9% |
| 5Y | +62.5% | +82.4% | -20.0% | -1.6% |
| 10Y | +142.4% | +316.8% | -174.4% | -23.4% |
| All | +540.7% | +817.1% | -276.4% | +7.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling