-99.9%
ERY vs VOO
+810.0%
-910.0%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.8% | -1.5% | +1.6% |
| 7D | -3.1% | -0.8% | -2.4% | -5.2% |
| 30D | -11.9% | -1.1% | -10.9% | -14.8% |
| 3M | -25.1% | +3.9% | -29.0% | -18.7% |
| 6M | -27.8% | +13.6% | -41.4% | -3.4% |
| YTD | -56.0% | +12.7% | -68.7% | -42.7% |
| 1Y | -57.5% | +17.6% | -75.1% | -37.8% |
| 3Y | -61.3% | +77.3% | -138.6% | +98.3% |
| 5Y | -94.2% | +84.1% | -178.3% | -65.0% |
| 10Y | -98.5% | +323.5% | -422.0% | +471.7% |
| All | -99.9% | +810.0% | -910.0% | +1,117.3% |
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 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