-36.4%
ESRT vs VOO
+75.5%
-111.9%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.3% | -0.1% | 0.0% |
| 7D | +6.8% | -2.7% | +9.5% | +8.9% |
| 30D | +18.8% | -5.4% | +24.2% | +23.6% |
| 3M | +9.7% | -4.1% | +13.8% | +13.0% |
| 6M | -5.0% | +0.7% | -5.7% | -6.3% |
| YTD | -16.8% | +8.7% | -25.5% | -23.3% |
| 1Y | -25.2% | +11.0% | -36.2% | -32.4% |
| 3Y | -36.4% | +75.5% | -111.8% | -68.4% |
| All | -36.4% | +75.5% | -111.9% | -68.4% |
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