+227.3%
ETHO vs VOO
+325.3%
-98.0%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | 0.0% |
| 7D | -1.8% | -0.8% | -1.0% | -1.0% |
| 30D | -4.2% | -1.1% | -3.2% | -3.2% |
| 3M | +4.2% | +3.9% | +0.4% | +0.3% |
| 6M | +19.0% | +13.6% | +5.4% | +4.8% |
| YTD | +21.9% | +12.7% | +9.1% | +8.3% |
| 1Y | +25.2% | +17.6% | +7.6% | +6.8% |
| 3Y | +57.2% | +77.3% | -20.1% | -10.2% |
| 5Y | +36.1% | +84.1% | -48.1% | -24.8% |
| All | +227.3% | +325.3% | -98.0% | -18.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling