+4.3%
ELS vs VOO
+78.5%
-74.1%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.3% | +1.0% |
| 7D | -1.3% | +2.6% | -3.9% | -1.6% |
| 30D | +4.2% | -2.0% | +6.2% | +4.4% |
| 3M | -3.6% | -2.8% | -0.8% | -3.3% |
| 6M | +0.3% | +2.2% | -1.9% | -0.2% |
| YTD | +5.2% | +11.5% | -6.3% | +3.1% |
| 1Y | +4.3% | +13.5% | -9.2% | +1.8% |
| 3Y | +4.3% | +78.1% | -73.8% | -26.7% |
| All | +4.3% | +78.5% | -74.1% | -26.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling