+24.6%
EARN vs VOO
+325.3%
-300.7%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | -0.5% |
| 7D | -0.9% | -0.8% | -0.1% | -0.2% |
| 30D | +1.1% | -1.1% | +2.2% | +2.1% |
| 3M | -3.0% | +3.9% | -6.9% | -6.6% |
| 6M | +3.3% | +13.6% | -10.4% | -8.3% |
| YTD | -6.1% | +12.7% | -18.8% | -16.1% |
| 1Y | -7.0% | +17.6% | -24.6% | -20.3% |
| 3Y | +10.7% | +77.3% | -66.6% | -36.2% |
| 5Y | -17.6% | +84.1% | -101.7% | -55.1% |
| All | +24.6% | +325.3% | -300.7% | -66.2% |
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