-14.6%
ERTH vs VOO
+11.8%
-26.4%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.0% | -1.0% |
| 7D | -1.6% | +3.3% | -4.9% | -4.8% |
| 30D | -3.1% | -2.7% | -0.4% | -0.3% |
| 3M | -13.4% | -1.7% | -11.6% | -11.8% |
| 6M | -17.3% | +3.1% | -20.5% | -20.1% |
| YTD | -12.0% | +11.9% | -24.0% | -22.3% |
| 1Y | -14.6% | +12.1% | -26.7% | -24.8% |
| All | -14.6% | +11.8% | -26.4% | -24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling