-17.3%
ERAS vs VOO
+81.5%
-98.8%
-95.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +0.3% | +8.3% | +8.2% |
| 7D | +0.4% | -2.7% | +3.1% | +4.9% |
| 30D | +2.1% | -5.4% | +7.4% | +11.1% |
| 3M | -21.1% | -4.1% | -17.1% | -15.7% |
| 6M | +32.2% | +0.7% | +31.5% | +32.7% |
| YTD | +287.4% | +8.7% | +278.6% | +251.7% |
| 1Y | +543.3% | +11.0% | +532.3% | +465.5% |
| 3Y | +505.5% | +75.5% | +430.0% | +186.8% |
| 5Y | -27.3% | +68.4% | -95.6% | -63.8% |
| All | -17.3% | +81.5% | -98.8% | -58.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling