+125.2%
ETR vs VOO
+80.3%
+44.9%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.1% |
| 7D | -1.9% | -2.0% | +0.1% | -1.1% |
| 30D | -0.2% | -1.7% | +1.5% | +0.5% |
| 3M | -3.7% | +4.7% | -8.5% | -5.7% |
| 6M | +2.1% | +12.6% | -10.5% | -3.3% |
| YTD | +16.5% | +11.8% | +4.7% | +10.6% |
| 1Y | +22.5% | +17.5% | +5.0% | +13.7% |
| 3Y | +144.7% | +77.0% | +67.7% | +84.5% |
| 5Y | +125.2% | +82.6% | +42.6% | +62.1% |
| All | +125.2% | +80.3% | +44.9% | +62.1% |
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