-17.8%
EARN vs VOO
+80.3%
-98.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | +0.2% |
| 7D | -1.6% | -2.0% | +0.4% | -0.2% |
| 30D | +0.7% | -1.7% | +2.3% | +1.8% |
| 3M | -3.4% | +4.7% | -8.2% | -6.8% |
| 6M | +3.2% | +12.6% | -9.3% | -5.3% |
| YTD | -6.3% | +11.8% | -18.1% | -13.7% |
| 1Y | -7.4% | +17.5% | -25.0% | -17.9% |
| 3Y | +10.4% | +77.0% | -66.5% | -28.1% |
| 5Y | -17.8% | +82.6% | -100.4% | -49.0% |
| All | -17.8% | +80.3% | -98.1% | -49.0% |
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