+614.3%
EG vs VOO
+803.9%
-189.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.1% |
| 7D | +1.1% | +3.3% | -2.2% | -1.3% |
| 30D | +12.7% | -2.7% | +15.4% | +14.6% |
| 3M | +16.8% | -1.7% | +18.5% | +17.8% |
| 6M | +21.5% | +3.1% | +18.4% | +17.6% |
| YTD | +26.7% | +11.9% | +14.7% | +15.0% |
| 1Y | +32.2% | +12.1% | +20.2% | +19.9% |
| 3Y | +15.8% | +78.6% | -62.8% | -27.8% |
| 5Y | +69.6% | +73.8% | -4.2% | +6.4% |
| 10Y | +146.1% | +312.3% | -166.2% | -21.9% |
| All | +614.3% | +803.9% | -189.6% | +20.6% |
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 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