+141.0%
ERTH vs VOO
+800.4%
-659.4%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.4% | -0.6% | -0.6% |
| 7D | -3.3% | +2.6% | -5.9% | -5.9% |
| 30D | -2.0% | -2.0% | 0.0% | -0.1% |
| 3M | -14.3% | -2.8% | -11.5% | -11.8% |
| 6M | -19.0% | +2.2% | -21.1% | -20.8% |
| YTD | -12.8% | +11.5% | -24.4% | -22.2% |
| 1Y | -13.5% | +13.5% | -27.0% | -24.2% |
| 3Y | +4.5% | +78.1% | -73.6% | -43.4% |
| 5Y | -40.1% | +73.1% | -113.2% | -66.5% |
| 10Y | +62.2% | +310.7% | -248.5% | -65.2% |
| All | +141.0% | +800.4% | -659.4% | -81.5% |
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 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