-36.5%
ELAN vs VOO
+193.9%
-230.4%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.3% |
| 7D | -6.4% | -2.0% | -4.4% | -4.3% |
| 30D | +0.6% | -1.7% | +2.2% | +2.4% |
| 3M | 0.0% | +4.7% | -4.8% | -5.2% |
| 6M | -3.4% | +12.6% | -16.0% | -14.7% |
| YTD | +1.0% | +11.8% | -10.7% | -9.9% |
| 1Y | +24.7% | +17.5% | +7.2% | +5.4% |
| 3Y | +97.2% | +77.0% | +20.3% | +10.2% |
| 5Y | -31.5% | +82.6% | -114.1% | -62.6% |
| All | -36.5% | +193.9% | -230.4% | -77.8% |
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