+420.9%
ETY vs VOO
+802.4%
-381.5%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.5% |
| 7D | -2.4% | -2.0% | -0.4% | -0.6% |
| 30D | -3.3% | -1.7% | -1.6% | -1.8% |
| 3M | +0.9% | +4.7% | -3.8% | -3.3% |
| 6M | +1.6% | +12.6% | -11.0% | -8.7% |
| YTD | -2.7% | +11.8% | -14.4% | -12.0% |
| 1Y | -3.8% | +17.5% | -21.4% | -17.0% |
| 3Y | +49.6% | +77.0% | -27.4% | -10.6% |
| 5Y | +46.6% | +82.6% | -36.0% | -15.3% |
| 10Y | +205.3% | +320.0% | -114.7% | -16.6% |
| All | +420.9% | +802.4% | -381.5% | -26.2% |
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