+10.9%
EART vs VOO
+84.6%
-73.8%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.3% | -2.0% | -2.0% |
| 7D | +0.8% | +3.3% | -2.5% | -2.6% |
| 30D | -10.9% | -2.7% | -8.3% | -8.1% |
| 3M | -20.3% | -1.7% | -18.6% | -18.6% |
| 6M | -29.3% | +3.1% | -32.4% | -31.1% |
| YTD | -12.3% | +11.9% | -24.2% | -20.9% |
| 1Y | -0.1% | +12.1% | -12.2% | -10.1% |
| 3Y | +80.0% | +78.6% | +1.5% | +2.0% |
| All | +10.9% | +84.6% | -73.8% | -40.0% |
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 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