-48.6%
ELME vs VOO
+80.3%
-128.9%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | -1.2% | -2.0% | +0.8% | 0.0% |
| 30D | +2.5% | -1.7% | +4.1% | +3.5% |
| 3M | -18.6% | +4.7% | -23.4% | -21.1% |
| 6M | -22.4% | +12.6% | -35.0% | -28.1% |
| YTD | -37.8% | +11.8% | -49.6% | -42.3% |
| 1Y | -36.1% | +17.5% | -53.6% | -42.6% |
| 3Y | -19.4% | +77.0% | -96.4% | -45.8% |
| 5Y | -48.6% | +82.6% | -131.2% | -66.7% |
| All | -48.6% | +80.3% | -128.9% | -66.7% |
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