+133.0%
ERC vs VOO
+803.9%
-670.9%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.7% |
| 7D | -1.7% | +3.3% | -5.0% | -3.1% |
| 30D | -0.8% | -2.7% | +1.9% | +0.3% |
| 3M | -7.1% | -1.7% | -5.3% | -6.5% |
| 6M | -3.0% | +3.1% | -6.1% | -4.4% |
| YTD | -1.7% | +11.9% | -13.6% | -6.5% |
| 1Y | -2.5% | +12.1% | -14.5% | -7.4% |
| 3Y | +21.5% | +78.6% | -57.1% | -6.6% |
| 5Y | -2.7% | +73.8% | -76.5% | -25.0% |
| 10Y | +78.7% | +312.3% | -233.6% | -3.0% |
| All | +133.0% | +803.9% | -670.9% | -1.1% |
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 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