+681.6%
EGY vs VOO
+325.3%
+356.3%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.8% | +0.4% | +0.4% |
| 7D | +5.3% | -0.8% | +6.1% | +6.2% |
| 30D | +11.7% | -1.1% | +12.7% | +12.8% |
| 3M | +17.2% | +3.9% | +13.3% | +11.9% |
| 6M | +15.9% | +13.6% | +2.3% | -1.0% |
| YTD | +79.6% | +12.7% | +66.9% | +54.7% |
| 1Y | +66.4% | +17.6% | +48.8% | +36.3% |
| 3Y | +76.4% | +77.3% | -0.9% | -9.6% |
| 5Y | +221.4% | +84.1% | +137.3% | +57.3% |
| All | +681.6% | +325.3% | +356.3% | +111.9% |
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