-30.4%
ELAN vs VOO
+82.8%
-113.2%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.5% | +0.3% |
| 7D | -5.4% | -0.8% | -4.7% | -4.5% |
| 30D | +4.7% | -1.1% | +5.8% | +6.1% |
| 3M | -3.7% | +3.9% | -7.5% | -8.5% |
| 6M | -1.2% | +13.6% | -14.8% | -15.4% |
| YTD | +2.4% | +12.7% | -10.3% | -11.3% |
| 1Y | +23.4% | +17.6% | +5.8% | +1.4% |
| 3Y | +96.7% | +77.3% | +19.4% | -1.0% |
| All | -30.4% | +82.8% | -113.2% | -66.6% |
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 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