+417.5%
ETR vs VOO
+817.1%
-399.6%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | +1.4% | +0.1% | +1.3% | +1.4% |
| 30D | +1.0% | +0.1% | +0.9% | +0.9% |
| 3M | -1.3% | +2.0% | -3.3% | -2.7% |
| 6M | +1.9% | +13.0% | -11.1% | -5.9% |
| YTD | +18.2% | +13.6% | +4.6% | +8.7% |
| 1Y | +24.7% | +20.1% | +4.6% | +10.7% |
| 3Y | +150.7% | +77.6% | +73.1% | +70.9% |
| 5Y | +127.0% | +82.4% | +44.6% | +49.5% |
| 10Y | +295.5% | +316.8% | -21.4% | +52.3% |
| All | +417.5% | +817.1% | -399.6% | +23.9% |
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