+100.7%
ET vs VOO
+77.0%
+23.7%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.5% | +1.2% | +1.1% |
| 7D | +0.6% | -0.4% | +1.0% | +0.8% |
| 30D | +5.3% | -1.4% | +6.7% | +6.1% |
| 3M | +15.6% | +3.7% | +11.9% | +12.8% |
| 6M | +20.6% | +13.0% | +7.6% | +11.0% |
| YTD | +38.5% | +12.4% | +26.1% | +27.7% |
| 1Y | +35.7% | +18.6% | +17.1% | +19.9% |
| All | +100.7% | +77.0% | +23.7% | +38.7% |
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 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