+74.9%
EART vs VOO
+78.5%
-3.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.5% |
| 7D | -2.0% | +2.6% | -4.6% | -4.9% |
| 30D | -9.9% | -2.0% | -7.9% | -7.6% |
| 3M | -19.9% | -2.8% | -17.2% | -17.0% |
| 6M | -31.9% | +2.2% | -34.0% | -33.1% |
| YTD | -14.0% | +11.5% | -25.5% | -22.8% |
| 1Y | -2.7% | +13.5% | -16.2% | -14.2% |
| 3Y | +74.9% | +78.1% | -3.2% | -14.3% |
| All | +74.9% | +78.5% | -3.6% | -14.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling