-50.9%
EGO vs VOO
+807.8%
-858.8%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.0% | +1.9% |
| 7D | +3.3% | -0.4% | +3.7% | +3.5% |
| 30D | +14.2% | -1.4% | +15.6% | +15.2% |
| 3M | +52.7% | +3.7% | +48.9% | +49.7% |
| 6M | +10.3% | +13.0% | -2.7% | +3.4% |
| YTD | +24.8% | +12.4% | +12.4% | +17.3% |
| 1Y | +71.2% | +18.6% | +52.6% | +56.4% |
| 3Y | +373.9% | +78.1% | +295.8% | +241.6% |
| 5Y | +428.0% | +82.3% | +345.8% | +272.3% |
| 10Y | +157.5% | +322.5% | -165.0% | +12.8% |
| All | -50.9% | +807.8% | -858.8% | -87.3% |
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