-15.7%
EGAN vs VOO
+77.4%
-93.1%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.8% | +1.5% | +1.3% |
| 7D | -9.9% | -0.8% | -9.2% | -9.0% |
| 30D | -27.8% | -1.1% | -26.8% | -26.7% |
| 3M | -29.8% | +3.9% | -33.7% | -32.8% |
| 6M | -44.0% | +13.6% | -57.7% | -52.0% |
| YTD | -48.9% | +12.7% | -61.6% | -55.6% |
| 1Y | -35.0% | +17.6% | -52.6% | -45.6% |
| 3Y | -15.7% | +77.3% | -93.0% | -56.4% |
| All | -15.7% | +77.4% | -93.1% | -56.4% |
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