-30.1%
ERII vs VOO
+306.9%
-337.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | -0.4% |
| 7D | +2.2% | -0.6% | +2.8% | +3.0% |
| 30D | +7.2% | -3.6% | +10.8% | +11.9% |
| 3M | -8.3% | -2.7% | -5.5% | -5.1% |
| 6M | -19.7% | +2.2% | -22.0% | -21.4% |
| YTD | -45.7% | +10.9% | -56.6% | -51.2% |
| 1Y | -47.9% | +11.3% | -59.2% | -53.4% |
| 3Y | -59.2% | +76.9% | -136.1% | -78.7% |
| 5Y | -67.3% | +73.5% | -140.8% | -82.4% |
| 10Y | -30.1% | +307.7% | -337.8% | -90.7% |
| All | -30.1% | +306.9% | -337.0% | -90.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling