+256.0%
ETD vs VOO
+817.1%
-561.1%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -0.4% | +3.2% | +3.2% |
| 7D | +9.1% | +0.1% | +9.0% | +8.9% |
| 30D | +9.0% | +0.1% | +9.0% | +8.9% |
| 3M | +26.5% | +2.0% | +24.5% | +23.5% |
| 6M | +18.2% | +13.0% | +5.2% | +3.2% |
| YTD | +19.5% | +13.6% | +5.9% | +3.7% |
| 1Y | -8.2% | +20.1% | -28.3% | -25.0% |
| 3Y | -0.3% | +77.6% | -77.9% | -46.6% |
| 5Y | +50.3% | +82.4% | -32.1% | -22.1% |
| 10Y | +43.8% | +316.8% | -273.0% | -73.9% |
| All | +256.0% | +817.1% | -561.1% | -85.4% |
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