+8.7%
EART vs VOO
+83.9%
-75.2%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.4% | -1.6% | -1.6% |
| 7D | -2.0% | +2.6% | -4.6% | -4.7% |
| 30D | -9.9% | -2.0% | -7.9% | -7.8% |
| 3M | -19.9% | -2.8% | -17.2% | -17.3% |
| 6M | -31.9% | +2.2% | -34.0% | -32.9% |
| YTD | -14.0% | +11.5% | -25.5% | -22.1% |
| 1Y | -2.7% | +13.5% | -16.2% | -13.4% |
| 3Y | +74.9% | +78.1% | -3.2% | -0.6% |
| All | +8.7% | +83.9% | -75.2% | -40.9% |
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 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