+417.0%
EGO vs VOO
+82.8%
+334.2%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.8% | +1.4% | +1.6% |
| 7D | +1.7% | -0.8% | +2.5% | +2.3% |
| 30D | +10.4% | -1.1% | +11.5% | +11.4% |
| 3M | +46.2% | +3.9% | +42.3% | +42.2% |
| 6M | +7.6% | +13.6% | -6.0% | -1.2% |
| YTD | +22.5% | +12.7% | +9.8% | +13.1% |
| 1Y | +59.0% | +17.6% | +41.4% | +42.8% |
| 3Y | +348.9% | +77.3% | +271.6% | +198.3% |
| All | +417.0% | +82.8% | +334.2% | +220.7% |
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