+151.1%
ETR vs VOO
+72.6%
+78.5%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | +1.2% | +2.6% | -1.4% | +0.1% |
| 30D | +7.0% | -2.0% | +9.0% | +7.9% |
| 3M | +4.6% | -2.8% | +7.4% | +5.8% |
| 6M | +0.1% | +2.2% | -2.0% | -1.0% |
| YTD | +23.2% | +11.5% | +11.7% | +16.9% |
| 1Y | +20.6% | +13.5% | +7.1% | +13.5% |
| 3Y | +156.3% | +78.1% | +78.2% | +90.9% |
| All | +151.1% | +72.6% | +78.5% | +82.8% |
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