+439.4%
ETR vs VOO
+800.4%
-361.0%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.4% | +0.3% | +0.1% |
| 7D | +1.2% | +2.6% | -1.4% | -0.4% |
| 30D | +7.0% | -2.0% | +9.0% | +8.2% |
| 3M | +4.6% | -2.8% | +7.4% | +6.2% |
| 6M | +0.1% | +2.2% | -2.0% | -1.5% |
| YTD | +23.2% | +11.5% | +11.7% | +14.4% |
| 1Y | +20.6% | +13.5% | +7.1% | +10.8% |
| 3Y | +156.3% | +78.1% | +78.2% | +74.0% |
| 5Y | +159.6% | +73.1% | +86.5% | +77.0% |
| 10Y | +377.1% | +310.7% | +66.4% | +85.1% |
| All | +439.4% | +800.4% | -361.0% | +30.4% |
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