+222.0%
ELA vs VOO
+82.8%
+139.2%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.4% | -2.2% |
| 7D | -4.3% | -0.8% | -3.6% | -3.8% |
| 30D | -16.7% | -1.1% | -15.6% | -16.0% |
| 3M | -49.7% | +3.9% | -53.6% | -51.2% |
| 6M | +7.2% | +13.6% | -6.5% | -2.7% |
| YTD | +0.6% | +12.7% | -12.1% | -7.8% |
| 1Y | +89.8% | +17.6% | +72.3% | +69.2% |
| 3Y | +166.0% | +77.3% | +88.7% | +76.0% |
| All | +222.0% | +82.8% | +139.2% | +101.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling