+27.2%
ELD vs VOO
+314.0%
-286.8%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.6% | +0.5% | +0.1% |
| 7D | +0.7% | +0.5% | +0.1% | +0.5% |
| 30D | +0.6% | -0.9% | +1.6% | +0.8% |
| 3M | +3.8% | +3.9% | -0.1% | +2.9% |
| 6M | +4.0% | +14.5% | -10.5% | +1.0% |
| YTD | +3.3% | +13.0% | -9.6% | +0.6% |
| 1Y | +7.9% | +19.4% | -11.5% | +3.8% |
| 3Y | +27.0% | +78.9% | -51.9% | +11.5% |
| 5Y | +17.0% | +82.3% | -65.2% | +1.6% |
| 10Y | +27.2% | +314.2% | -287.0% | -8.7% |
| All | +27.2% | +314.0% | -286.8% | -8.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling