+74.2%
EGY vs VOO
+75.9%
-1.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.5% |
| 7D | +3.3% | -2.0% | +5.3% | +4.7% |
| 30D | +8.9% | -1.7% | +10.6% | +10.1% |
| 3M | +13.4% | +4.7% | +8.7% | +9.2% |
| 6M | +19.1% | +12.6% | +6.6% | +7.6% |
| YTD | +77.3% | +11.8% | +65.6% | +61.1% |
| 1Y | +64.7% | +17.5% | +47.1% | +42.0% |
| All | +74.2% | +75.9% | -1.8% | +6.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling