+75.8%
VOO vs ETR
+144.8%
-68.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.3% | +0.7% | -0.4% |
| 7D | -2.0% | -1.9% | -0.1% | -1.7% |
| 30D | -1.7% | -0.2% | -1.5% | -1.6% |
| 3M | +4.7% | -3.7% | +8.5% | +5.2% |
| 6M | +12.6% | +2.1% | +10.5% | +11.8% |
| YTD | +11.8% | +16.5% | -4.7% | +8.4% |
| 1Y | +17.5% | +22.5% | -5.0% | +13.0% |
| All | +75.8% | +144.8% | -68.9% | +52.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling