+57.9%
ELFY vs VOO
+46.9%
+11.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.4% | +0.9% | +1.0% |
| 7D | +0.7% | +0.1% | +0.6% | +0.5% |
| 30D | -2.5% | +0.1% | -2.5% | -2.5% |
| 3M | -10.1% | +2.0% | -12.1% | -12.0% |
| 6M | -0.3% | +13.0% | -13.3% | -12.1% |
| YTD | +16.3% | +13.6% | +2.7% | +1.9% |
| 1Y | +21.6% | +20.1% | +1.5% | +1.3% |
| All | +57.9% | +46.9% | +11.0% | +9.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling