+362.7%
EIG vs VOO
+807.8%
-445.1%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.2% | +0.1% |
| 7D | -0.6% | -0.4% | -0.2% | -0.4% |
| 30D | +0.7% | -1.4% | +2.0% | +1.6% |
| 3M | +7.9% | +3.7% | +4.2% | +4.9% |
| 6M | +25.4% | +13.0% | +12.4% | +14.3% |
| YTD | +16.2% | +12.4% | +3.8% | +6.2% |
| 1Y | +20.3% | +18.6% | +1.8% | +5.5% |
| 3Y | +36.8% | +78.1% | -41.3% | -12.4% |
| 5Y | +46.3% | +82.3% | -35.9% | -10.1% |
| 10Y | +120.0% | +322.5% | -202.5% | -39.4% |
| All | +362.7% | +807.8% | -445.1% | -41.4% |
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