-74.7%
ESRT vs VOO
+317.2%
-391.9%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.6% | -2.5% | -2.6% |
| 7D | +0.2% | +0.5% | -0.3% | -0.3% |
| 30D | -9.1% | -0.9% | -8.2% | -8.2% |
| 3M | -17.2% | +3.9% | -21.1% | -20.7% |
| 6M | -19.4% | +14.5% | -33.9% | -30.0% |
| YTD | -31.6% | +13.0% | -44.6% | -39.9% |
| 1Y | -42.2% | +19.4% | -61.6% | -51.9% |
| 3Y | -47.4% | +78.9% | -126.3% | -70.9% |
| 5Y | -53.0% | +82.3% | -135.3% | -74.4% |
| All | -74.7% | +317.2% | -391.9% | -93.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling