+317.6%
VOO vs ETR
+296.9%
+20.7%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +1.0% |
| 7D | -0.8% | -1.8% | +1.0% | -0.1% |
| 30D | -1.1% | -1.8% | +0.7% | -0.5% |
| 3M | +3.9% | -3.6% | +7.5% | +5.0% |
| 6M | +13.6% | +2.6% | +11.0% | +11.8% |
| YTD | +12.7% | +16.0% | -3.3% | +5.9% |
| 1Y | +17.6% | +20.1% | -2.6% | +8.9% |
| 3Y | +77.3% | +143.6% | -66.3% | +22.0% |
| 5Y | +84.1% | +124.4% | -40.2% | +29.4% |
| All | +317.6% | +296.9% | +20.7% | +161.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ETR.
Daily Out/Under-Performance
Portfolio return minus ETR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETR 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 10y: compounded portfolio wealth divided by compounded ETR 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…
10y analysis · Full analysis span regression · 6 months rolling