+64.6%
ETX vs VOO
+516.4%
-451.7%
-32.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.3% |
| 7D | -0.3% | -0.4% | 0.0% | -0.3% |
| 30D | -0.6% | -1.4% | +0.8% | -0.3% |
| 3M | -3.5% | +3.7% | -7.3% | -4.2% |
| 6M | -2.9% | +13.0% | -16.0% | -5.2% |
| YTD | +0.1% | +12.4% | -12.4% | -2.2% |
| 1Y | -0.8% | +18.6% | -19.4% | -4.1% |
| 3Y | +24.2% | +78.1% | -53.8% | +10.2% |
| 5Y | +1.6% | +82.3% | -80.6% | -10.8% |
| 10Y | +32.7% | +322.5% | -289.8% | +0.5% |
| All | +64.6% | +516.4% | -451.7% | +16.6% |
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