+130.5%
ERII vs VOO
+817.1%
-686.6%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | +0.2% |
| 7D | -1.8% | +0.1% | -1.9% | -2.0% |
| 30D | -13.9% | +0.1% | -13.9% | -13.9% |
| 3M | -8.0% | +2.0% | -10.0% | -10.1% |
| 6M | -28.8% | +13.0% | -41.9% | -39.0% |
| YTD | -43.4% | +13.6% | -57.0% | -51.7% |
| 1Y | -46.7% | +20.1% | -66.8% | -57.6% |
| 3Y | -69.9% | +77.6% | -147.5% | -85.9% |
| 5Y | -66.9% | +82.4% | -149.3% | -85.0% |
| 10Y | -37.1% | +316.8% | -354.0% | -91.8% |
| All | +130.5% | +817.1% | -686.6% | -92.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling