+60.7%
ELFY vs VOO
+46.1%
+14.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.3% | +2.4% |
| 7D | +3.6% | +0.5% | +3.1% | +3.0% |
| 30D | -1.9% | -0.9% | -0.9% | -0.9% |
| 3M | -4.6% | +3.9% | -8.5% | -8.5% |
| 6M | +5.8% | +14.5% | -8.7% | -8.0% |
| YTD | +18.3% | +13.0% | +5.4% | +4.3% |
| 1Y | +24.1% | +19.4% | +4.7% | +4.0% |
| All | +60.7% | +46.1% | +14.6% | +11.6% |
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