+454.4%
ERX vs VOO
+82.8%
+371.6%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | -0.4% |
| 7D | +3.1% | -0.8% | +3.9% | +4.0% |
| 30D | +13.3% | -1.1% | +14.3% | +14.5% |
| 3M | +28.7% | +3.9% | +24.8% | +21.7% |
| 6M | +27.0% | +13.6% | +13.4% | +5.3% |
| YTD | +102.4% | +12.7% | +89.7% | +69.1% |
| 1Y | +105.2% | +17.6% | +87.6% | +61.4% |
| 3Y | +78.7% | +77.3% | +1.4% | -18.4% |
| All | +454.4% | +82.8% | +371.6% | +141.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling