-55.3%
ERY vs VOO
+9.9%
-65.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -4.4% | +10.1% | +8.9% |
| 7D | +22.3% | -4.7% | +27.0% | +26.4% |
| 30D | +4.9% | -5.9% | +10.8% | +9.6% |
| 3M | -16.6% | -4.5% | -12.1% | -13.9% |
| 6M | -13.2% | +1.9% | -15.0% | -14.7% |
| YTD | -52.4% | +8.4% | -60.8% | -55.4% |
| 1Y | -55.3% | +9.5% | -64.7% | -58.1% |
| All | -55.3% | +9.9% | -65.1% | -58.1% |
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