+76.1%
ELPC vs VOO
+65.9%
+10.2%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.5% |
| 7D | +6.5% | +0.5% | +5.9% | +6.1% |
| 30D | +8.4% | -0.9% | +9.3% | +9.0% |
| 3M | +12.3% | +3.9% | +8.4% | +9.5% |
| 6M | +14.9% | +14.5% | +0.4% | +5.6% |
| YTD | +33.6% | +13.0% | +20.7% | +23.8% |
| 1Y | +54.0% | +19.4% | +34.6% | +38.8% |
| All | +76.1% | +65.9% | +10.2% | +33.8% |
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