-41.4%
ERII vs VOO
+315.3%
-356.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.5% | -3.7% | -3.6% |
| 7D | -2.6% | -0.4% | -2.3% | -2.2% |
| 30D | -7.6% | -1.4% | -6.3% | -6.1% |
| 3M | -9.1% | +3.7% | -12.8% | -12.7% |
| 6M | -33.6% | +13.0% | -46.7% | -42.1% |
| YTD | -45.3% | +12.4% | -57.7% | -51.8% |
| 1Y | -48.7% | +18.6% | -67.3% | -57.5% |
| 3Y | -69.9% | +78.1% | -148.0% | -84.5% |
| 5Y | -65.6% | +82.3% | -147.9% | -82.7% |
| 10Y | -41.4% | +322.5% | -364.0% | -93.6% |
| All | -41.4% | +315.3% | -356.7% | -93.6% |
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 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