+46.4%
ETD vs VOO
+80.3%
-33.9%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.2% |
| 7D | -0.1% | -2.0% | +1.9% | +1.7% |
| 30D | +8.0% | -1.7% | +9.6% | +9.6% |
| 3M | +19.7% | +4.7% | +15.0% | +14.5% |
| 6M | +18.2% | +12.6% | +5.7% | +5.4% |
| YTD | +16.1% | +11.8% | +4.3% | +4.2% |
| 1Y | -8.0% | +17.5% | -25.5% | -21.3% |
| 3Y | +0.9% | +77.0% | -76.0% | -41.3% |
| 5Y | +46.4% | +82.6% | -36.2% | -15.0% |
| All | +46.4% | +80.3% | -33.9% | -15.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling