-38.9%
EGBN vs VOO
+82.8%
-121.7%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.3% | -1.2% |
| 7D | -2.1% | -0.8% | -1.3% | -1.4% |
| 30D | -4.0% | -1.1% | -3.0% | -3.2% |
| 3M | -2.3% | +3.9% | -6.2% | -5.8% |
| 6M | +12.9% | +13.6% | -0.7% | +0.4% |
| YTD | +29.0% | +12.7% | +16.3% | +15.7% |
| 1Y | +34.6% | +17.6% | +17.0% | +16.2% |
| 3Y | +31.5% | +77.3% | -45.8% | -18.3% |
| All | -38.9% | +82.8% | -121.7% | -63.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling