+135.2%
EGO vs VOO
+325.3%
-190.1%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +1.7% |
| 7D | +1.7% | -0.8% | +2.5% | +2.2% |
| 30D | +10.4% | -1.1% | +11.5% | +11.2% |
| 3M | +46.2% | +3.9% | +42.3% | +43.1% |
| 6M | +7.6% | +13.6% | -6.0% | +0.6% |
| YTD | +22.5% | +12.7% | +9.8% | +15.1% |
| 1Y | +59.0% | +17.6% | +41.4% | +46.1% |
| 3Y | +348.9% | +77.3% | +271.6% | +227.2% |
| 5Y | +432.6% | +84.1% | +348.5% | +275.5% |
| All | +135.2% | +325.3% | -190.1% | +17.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling