-64.0%
ELDN vs VOO
+81.6%
-145.6%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.5% | -3.3% | -3.4% |
| 7D | -5.7% | -0.4% | -5.3% | -5.4% |
| 30D | -23.4% | -1.4% | -22.0% | -22.5% |
| 3M | -20.6% | +3.7% | -24.3% | -23.1% |
| 6M | -2.8% | +13.0% | -15.8% | -12.0% |
| YTD | +86.8% | +12.4% | +74.3% | +69.7% |
| 1Y | +5.2% | +18.6% | -13.4% | -7.3% |
| 3Y | +110.4% | +78.1% | +32.4% | +47.3% |
| 5Y | -64.0% | +82.3% | -146.2% | -73.9% |
| All | -64.0% | +81.6% | -145.6% | -73.9% |
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