-61.3%
ERY vs VOO
+77.4%
-138.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | +0.1% |
| 7D | -3.1% | -0.8% | -2.4% | -3.8% |
| 30D | -11.9% | -1.1% | -10.9% | -12.9% |
| 3M | -25.1% | +3.9% | -29.0% | -22.6% |
| 6M | -27.8% | +13.6% | -41.4% | -18.7% |
| YTD | -56.0% | +12.7% | -68.7% | -50.9% |
| 1Y | -57.5% | +17.6% | -75.1% | -49.6% |
| 3Y | -61.3% | +77.3% | -138.6% | -20.3% |
| All | -61.3% | +77.4% | -138.7% | -20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling