-55.1%
ESRT vs VOO
+469.8%
-524.9%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.4% | +3.1% | +3.1% |
| 7D | -1.1% | +0.1% | -1.2% | -1.2% |
| 30D | -7.2% | +0.1% | -7.2% | -7.2% |
| 3M | -13.1% | +2.0% | -15.1% | -15.3% |
| 6M | -20.3% | +13.0% | -33.3% | -29.4% |
| YTD | -29.4% | +13.6% | -43.0% | -37.9% |
| 1Y | -41.0% | +20.1% | -61.1% | -50.7% |
| 3Y | -45.5% | +77.6% | -123.1% | -68.6% |
| 5Y | -51.1% | +82.4% | -133.5% | -72.5% |
| 10Y | -74.6% | +316.8% | -391.4% | -92.5% |
| All | -55.1% | +469.8% | -524.9% | -88.7% |
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