-55.7%
ETS vs VOO
+20.0%
-75.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +27.0% | +2.3% | +24.7% | +27.7% |
| 7D | -13.6% | +0.1% | -13.7% | -13.9% |
| 30D | +4.0% | -3.3% | +7.3% | +0.7% |
| 3M | +33.6% | -2.4% | +36.0% | +31.4% |
| 6M | +181.3% | +2.6% | +178.7% | +183.2% |
| YTD | +213.8% | +11.3% | +202.5% | +235.8% |
| 1Y | +167.2% | +13.4% | +153.8% | +188.7% |
| All | -55.7% | +20.0% | -75.7% | -6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling