+176.1%
ET vs VOO
+321.7%
-145.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.6% | +0.8% | +0.8% |
| 7D | +1.4% | -2.0% | +3.3% | +3.1% |
| 30D | +4.6% | -1.7% | +6.2% | +6.0% |
| 3M | +16.0% | +4.7% | +11.3% | +10.9% |
| 6M | +22.8% | +12.6% | +10.3% | +9.4% |
| YTD | +38.9% | +11.8% | +27.1% | +24.1% |
| 1Y | +34.1% | +17.5% | +16.5% | +14.1% |
| 3Y | +98.8% | +77.0% | +21.8% | +14.4% |
| 5Y | +246.8% | +82.6% | +164.3% | +90.0% |
| All | +176.1% | +321.7% | -145.7% | -50.8% |
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