-68.1%
ERII vs VOO
+67.9%
-136.0%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +0.3% | +6.3% | +6.2% |
| 7D | +2.7% | -2.7% | +5.4% | +6.1% |
| 30D | +6.2% | -5.4% | +11.6% | +13.2% |
| 3M | -18.1% | -4.1% | -14.0% | -14.0% |
| 6M | -38.4% | +0.7% | -39.2% | -38.7% |
| YTD | -47.0% | +8.7% | -55.7% | -51.3% |
| 1Y | -50.7% | +11.0% | -61.6% | -55.6% |
| 3Y | -60.5% | +75.5% | -136.0% | -79.1% |
| All | -68.1% | +67.9% | -136.0% | -82.3% |
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