+800.2%
ERO vs VOO
+239.9%
+560.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.5% | -0.6% | -7.9% | -7.9% |
| 7D | -1.0% | -2.0% | +1.0% | +1.3% |
| 30D | -3.6% | -1.7% | -2.0% | -1.7% |
| 3M | +35.7% | +4.7% | +30.9% | +29.6% |
| 6M | +24.5% | +12.6% | +12.0% | +11.1% |
| YTD | +23.6% | +11.8% | +11.9% | +11.4% |
| 1Y | +115.1% | +17.5% | +97.6% | +84.6% |
| 3Y | +88.1% | +77.0% | +11.1% | +7.2% |
| 5Y | +81.3% | +82.6% | -1.2% | +1.4% |
| All | +800.2% | +239.9% | +560.2% | +208.5% |
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