+601.9%
ELS vs VOO
+817.1%
-215.2%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.1% | -0.1% |
| 7D | -2.1% | +0.1% | -2.2% | -2.2% |
| 30D | -4.0% | +0.1% | -4.0% | -4.0% |
| 3M | +1.8% | +2.0% | -0.2% | +0.1% |
| 6M | -6.5% | +13.0% | -19.5% | -14.4% |
| YTD | +4.8% | +13.6% | -8.8% | -4.6% |
| 1Y | +6.1% | +20.1% | -14.0% | -7.3% |
| 3Y | +3.0% | +77.6% | -74.6% | -33.6% |
| 5Y | -18.6% | +82.4% | -101.1% | -49.0% |
| 10Y | +103.6% | +316.8% | -213.3% | -30.8% |
| All | +601.9% | +817.1% | -215.2% | +7.5% |
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