+93.0%
ELMD vs VOO
+72.6%
+20.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.4% | -2.2% | -2.4% |
| 7D | -10.5% | +2.6% | -13.1% | -11.7% |
| 30D | -11.5% | -2.0% | -9.5% | -10.6% |
| 3M | -42.8% | -2.8% | -40.1% | -42.0% |
| 6M | -28.5% | +2.2% | -30.7% | -29.3% |
| YTD | -16.5% | +11.5% | -28.0% | -20.6% |
| 1Y | -7.7% | +13.5% | -21.2% | -13.0% |
| 3Y | +130.7% | +78.1% | +52.7% | +87.0% |
| All | +93.0% | +72.6% | +20.4% | +56.7% |
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