+52.3%
ELE vs VOO
+72.0%
-19.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.3% | +3.2% | +4.4% |
| 7D | +15.4% | +0.1% | +15.3% | +15.3% |
| 30D | -5.8% | -3.3% | -2.5% | -4.3% |
| 3M | -12.1% | -2.4% | -9.7% | -10.9% |
| 6M | -10.5% | +2.6% | -13.1% | -10.8% |
| YTD | -0.4% | +11.3% | -11.7% | -3.2% |
| 1Y | +15.8% | +13.4% | +2.4% | +12.0% |
| 3Y | +102.2% | +80.3% | +21.9% | +76.2% |
| 5Y | +52.3% | +72.7% | -20.4% | +26.1% |
| All | +52.3% | +72.0% | -19.7% | +26.1% |
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