+10.9%
EART vs VOO
+79.3%
-68.4%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.3% | +0.6% | +0.6% |
| 7D | +2.5% | -2.7% | +5.2% | +5.5% |
| 30D | -12.3% | -5.4% | -6.9% | -6.8% |
| 3M | -17.1% | -4.1% | -13.1% | -13.2% |
| 6M | -28.7% | +0.7% | -29.5% | -28.8% |
| YTD | -12.2% | +8.7% | -20.9% | -18.3% |
| 1Y | +5.2% | +11.0% | -5.7% | -4.0% |
| 3Y | +71.7% | +75.5% | -3.8% | -0.8% |
| All | +10.9% | +79.3% | -68.4% | -38.1% |
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