+123.6%
EUDG vs VOO
+325.3%
-201.7%
-33.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.5% | -0.3% |
| 7D | -2.6% | -0.8% | -1.9% | -2.1% |
| 30D | -2.7% | -1.1% | -1.6% | -1.9% |
| 3M | +1.0% | +3.9% | -2.9% | -2.0% |
| 6M | +5.1% | +13.6% | -8.6% | -4.7% |
| YTD | +5.4% | +12.7% | -7.3% | -3.8% |
| 1Y | +12.5% | +17.6% | -5.1% | -0.7% |
| 3Y | +39.3% | +77.3% | -38.0% | -11.7% |
| 5Y | +28.2% | +84.1% | -55.9% | -21.7% |
| All | +123.6% | +325.3% | -201.7% | -26.8% |
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