+210.7%
EWG vs VOO
+812.0%
-601.2%
-46.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.2% | -0.2% |
| 7D | +0.3% | +0.5% | -0.2% | -0.3% |
| 30D | -1.0% | -0.9% | -0.1% | -0.1% |
| 3M | +5.5% | +3.9% | +1.6% | +1.3% |
| 6M | +8.9% | +14.5% | -5.7% | -5.3% |
| YTD | +4.6% | +13.0% | -8.4% | -7.7% |
| 1Y | +6.6% | +19.4% | -12.8% | -11.3% |
| 3Y | +70.7% | +78.9% | -8.1% | -8.7% |
| 5Y | +42.8% | +82.3% | -39.5% | -25.7% |
| 10Y | +107.5% | +314.2% | -206.7% | -60.8% |
| All | +210.7% | +812.0% | -601.2% | -81.9% |
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