+664.2%
ELMD vs VOO
+812.0%
-147.8%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.2% | -1.4% |
| 7D | +1.5% | +0.5% | +1.0% | +1.2% |
| 30D | -34.8% | -0.9% | -33.9% | -34.4% |
| 3M | -25.8% | +3.9% | -29.7% | -27.6% |
| 6M | +15.2% | +14.5% | +0.7% | +6.1% |
| YTD | -5.5% | +13.0% | -18.5% | -12.3% |
| 1Y | +10.2% | +19.4% | -9.2% | -1.0% |
| 3Y | +150.3% | +78.9% | +71.4% | +77.4% |
| 5Y | +105.3% | +82.3% | +23.0% | +41.0% |
| 10Y | +473.1% | +314.2% | +158.9% | +143.5% |
| All | +664.2% | +812.0% | -147.8% | +161.7% |
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 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