-100.0%
ERNA vs VOO
+807.8%
-907.8%
-100.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.5% | -3.6% | -3.7% |
| 7D | -11.5% | -0.4% | -11.1% | -11.2% |
| 30D | -11.3% | -1.4% | -9.9% | -10.4% |
| 3M | -40.9% | +3.7% | -44.6% | -42.0% |
| 6M | -42.6% | +13.0% | -55.6% | -47.0% |
| YTD | -86.6% | +12.4% | -99.0% | -87.7% |
| 1Y | -87.2% | +18.6% | -105.8% | -88.7% |
| 3Y | -99.5% | +78.1% | -177.5% | -99.6% |
| 5Y | -100.0% | +82.3% | -182.3% | -100.0% |
| 10Y | -100.0% | +322.5% | -422.5% | -100.0% |
| All | -100.0% | +807.8% | -907.8% | -100.0% |
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