+40.7%
EGY vs VOO
+807.8%
-767.1%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.5% | +1.9% | +2.1% |
| 7D | +0.5% | -0.4% | +0.8% | +0.9% |
| 30D | +7.3% | -1.4% | +8.7% | +9.1% |
| 3M | +15.5% | +3.7% | +11.7% | +9.1% |
| 6M | +16.7% | +13.0% | +3.7% | -3.1% |
| YTD | +75.3% | +12.4% | +62.9% | +46.4% |
| 1Y | +68.3% | +18.6% | +49.7% | +30.4% |
| 3Y | +69.4% | +78.1% | -8.7% | -25.6% |
| 5Y | +216.4% | +82.3% | +134.1% | +32.9% |
| 10Y | +648.3% | +322.5% | +325.8% | -19.5% |
| All | +40.7% | +807.8% | -767.1% | -96.2% |
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