+5.1%
ERIC vs VOO
+82.8%
-77.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.1% | +2.2% |
| 7D | +2.1% | -0.8% | +2.8% | +2.8% |
| 30D | +1.3% | -1.1% | +2.3% | +2.3% |
| 3M | -15.1% | +3.9% | -19.0% | -17.9% |
| 6M | -8.7% | +13.6% | -22.3% | -18.2% |
| YTD | +8.4% | +12.7% | -4.3% | -2.2% |
| 1Y | +32.4% | +17.6% | +14.8% | +14.8% |
| 3Y | +124.1% | +77.3% | +46.8% | +31.8% |
| All | +5.1% | +82.8% | -77.7% | -40.6% |
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