+56.2%
ELE vs VOO
+153.6%
-97.4%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.5% | +1.0% | +0.8% |
| 7D | -0.8% | -0.4% | -0.4% | -0.6% |
| 30D | +10.8% | -1.4% | +12.2% | +11.7% |
| 3M | +43.0% | +3.7% | +39.3% | +40.7% |
| 6M | -8.2% | +13.0% | -21.3% | -12.5% |
| YTD | +25.1% | +12.4% | +12.6% | +19.5% |
| 1Y | +31.9% | +18.6% | +13.3% | +23.8% |
| 3Y | +151.8% | +78.1% | +73.7% | +100.2% |
| 5Y | +98.4% | +82.3% | +16.1% | +53.6% |
| All | +56.2% | +153.6% | -97.4% | -4.5% |
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