+41.6%
EWG vs VOO
+81.4%
-39.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.8% | -0.8% |
| 7D | -1.1% | -0.4% | -0.7% | -0.8% |
| 30D | -1.9% | -1.4% | -0.5% | -0.7% |
| 3M | +4.4% | +3.7% | +0.7% | +1.1% |
| 6M | +6.8% | +13.0% | -6.2% | -3.9% |
| YTD | +3.3% | +12.4% | -9.1% | -6.7% |
| 1Y | +5.8% | +18.6% | -12.8% | -8.8% |
| 3Y | +68.7% | +78.1% | -9.4% | -0.8% |
| All | +41.6% | +81.4% | -39.8% | -20.4% |
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 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