-9.1%
ERIE vs VOO
+77.4%
-86.5%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.8% | +1.1% | +1.7% |
| 7D | -3.1% | -0.8% | -2.3% | -2.9% |
| 30D | -5.1% | -1.1% | -4.0% | -4.8% |
| 3M | +9.0% | +3.9% | +5.1% | +7.7% |
| 6M | +2.1% | +13.6% | -11.5% | -2.7% |
| YTD | -13.1% | +12.7% | -25.8% | -17.0% |
| 1Y | -26.0% | +17.6% | -43.5% | -30.9% |
| 3Y | -9.1% | +77.3% | -86.4% | -30.2% |
| All | -9.1% | +77.4% | -86.5% | -30.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling