+364.8%
EL vs VOO
+803.9%
-439.1%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.3% |
| 7D | +2.7% | +3.3% | -0.6% | -0.8% |
| 30D | +10.8% | -2.7% | +13.5% | +14.0% |
| 3M | +26.5% | -1.7% | +28.2% | +28.9% |
| 6M | +31.1% | +3.1% | +28.0% | +26.7% |
| YTD | +6.6% | +11.9% | -5.3% | -5.1% |
| 1Y | +21.8% | +12.1% | +9.7% | +8.3% |
| 3Y | +1.8% | +78.6% | -76.8% | -43.6% |
| 5Y | -65.6% | +73.8% | -139.4% | -80.1% |
| 10Y | +60.3% | +312.3% | -252.0% | -59.8% |
| All | +364.8% | +803.9% | -439.1% | -48.1% |
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