+85.6%
EELV vs VOO
+662.0%
-576.3%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.2% |
| 7D | -1.1% | -2.0% | +0.9% | +0.1% |
| 30D | +1.4% | -1.7% | +3.0% | +2.4% |
| 3M | +4.5% | +4.7% | -0.3% | +1.5% |
| 6M | +4.0% | +12.6% | -8.6% | -3.2% |
| YTD | +8.1% | +11.8% | -3.7% | +1.0% |
| 1Y | +13.5% | +17.5% | -4.0% | +2.9% |
| 3Y | +42.5% | +77.0% | -34.4% | -0.4% |
| 5Y | +41.4% | +82.6% | -41.2% | -4.6% |
| 10Y | +86.6% | +320.0% | -233.4% | -34.6% |
| All | +85.6% | +662.0% | -576.3% | -60.6% |
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