+638.9%
ET vs VOO
+817.1%
-178.2%
-87.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.6% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | +7.5% | +0.1% | +7.4% | +7.3% |
| 3M | +11.4% | +2.0% | +9.4% | +8.8% |
| 6M | +18.5% | +13.0% | +5.5% | +4.2% |
| YTD | +37.4% | +13.6% | +23.8% | +20.0% |
| 1Y | +30.9% | +20.1% | +10.9% | +8.0% |
| 3Y | +98.7% | +77.6% | +21.2% | +10.1% |
| 5Y | +230.7% | +82.4% | +148.3% | +74.5% |
| 10Y | +175.6% | +316.8% | -141.3% | -39.5% |
| All | +638.9% | +817.1% | -178.2% | -6.5% |
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