-1.0%
ERIE vs VOO
+14.7%
-15.7%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +1.6% | +2.2% | +4.6% |
| 7D | +13.6% | -0.7% | +14.3% | +13.2% |
| 30D | +26.4% | -1.1% | +27.5% | +25.9% |
| 3M | +15.3% | -0.3% | +15.6% | +15.0% |
| 6M | +34.6% | +7.4% | +27.2% | +38.2% |
| YTD | 0.0% | +13.4% | -13.4% | +2.4% |
| 1Y | -1.0% | +14.8% | -15.8% | +2.2% |
| All | -1.0% | +14.7% | -15.7% | +2.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling