+97.3%
ELE vs VOO
+82.3%
+14.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | -0.5% |
| 7D | +2.3% | +0.5% | +1.8% | +2.1% |
| 30D | +9.7% | -0.9% | +10.6% | +10.2% |
| 3M | +37.1% | +3.9% | +33.2% | +35.2% |
| 6M | -7.2% | +14.5% | -21.8% | -11.0% |
| YTD | +24.4% | +13.0% | +11.4% | +19.7% |
| 1Y | +26.4% | +19.4% | +7.0% | +20.2% |
| 3Y | +150.4% | +78.9% | +71.5% | +116.5% |
| 5Y | +97.3% | +82.3% | +15.0% | +60.9% |
| All | +97.3% | +82.3% | +14.9% | +60.9% |
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