-96.8%
ELBM vs VOO
+82.8%
-179.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.8% | -4.2% | -4.5% |
| 7D | -12.1% | -0.8% | -11.4% | -11.2% |
| 30D | -13.9% | -1.1% | -12.8% | -12.6% |
| 3M | -16.9% | +3.9% | -20.8% | -20.7% |
| 6M | -25.9% | +13.6% | -39.5% | -36.4% |
| YTD | -34.7% | +12.7% | -47.5% | -43.3% |
| 1Y | -38.9% | +17.6% | -56.5% | -48.4% |
| 3Y | -81.1% | +77.3% | -158.4% | -89.0% |
| All | -96.8% | +82.8% | -179.7% | -98.2% |
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