+115.6%
EOG vs VOO
+72.6%
+43.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.4% | +2.1% | +1.9% |
| 7D | +7.6% | +2.6% | +5.0% | +6.2% |
| 30D | +3.4% | -2.0% | +5.4% | +4.3% |
| 3M | +12.7% | -2.8% | +15.5% | +14.0% |
| 6M | +19.0% | +2.2% | +16.8% | +16.5% |
| YTD | +55.6% | +11.5% | +44.0% | +43.5% |
| 1Y | +49.5% | +13.5% | +36.0% | +36.2% |
| 3Y | +43.2% | +78.1% | -34.9% | -5.9% |
| All | +115.6% | +72.6% | +43.0% | +43.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling