-25.0%
ETHE vs VOO
+82.8%
-107.8%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.8% | +2.3% | +1.3% |
| 7D | +3.3% | -0.8% | +4.1% | +5.2% |
| 30D | +35.1% | -1.1% | +36.2% | +38.3% |
| 3M | +50.8% | +3.9% | +46.9% | +38.1% |
| 6M | +21.8% | +13.6% | +8.1% | -8.4% |
| YTD | -15.0% | +12.7% | -27.7% | -34.0% |
| 1Y | -43.2% | +17.6% | -60.8% | -59.3% |
| 3Y | +111.8% | +77.3% | +34.5% | -38.2% |
| All | -25.0% | +82.8% | -107.8% | -75.3% |
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