+418.6%
ELA vs VOO
+807.8%
-389.3%
-97.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.5% |
| 7D | +1.4% | -0.4% | +1.7% | +1.6% |
| 30D | -13.1% | -1.4% | -11.8% | -12.5% |
| 3M | -43.9% | +3.7% | -47.6% | -45.0% |
| 6M | +7.5% | +13.0% | -5.6% | +0.5% |
| YTD | +4.3% | +12.4% | -8.2% | -2.0% |
| 1Y | +84.5% | +18.6% | +65.9% | +68.9% |
| 3Y | +176.2% | +78.1% | +98.2% | +104.1% |
| 5Y | +238.6% | +82.3% | +156.3% | +145.2% |
| 10Y | +1,503.4% | +322.5% | +1,180.9% | +770.0% |
| All | +418.6% | +807.8% | -389.3% | +82.3% |
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