-91.3%
ELUT vs VOO
+81.6%
-172.9%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.5% | -3.2% | -3.5% |
| 7D | -5.3% | -0.4% | -5.0% | -5.2% |
| 30D | -1.7% | -1.4% | -0.3% | -1.3% |
| 3M | -17.5% | +3.7% | -21.2% | -18.4% |
| 6M | -31.6% | +13.0% | -44.7% | -34.0% |
| YTD | +15.4% | +12.4% | +3.0% | +11.6% |
| 1Y | -45.8% | +18.6% | -64.4% | -48.4% |
| 3Y | -39.4% | +78.1% | -117.5% | -46.5% |
| 5Y | -91.3% | +82.3% | -173.5% | -91.9% |
| All | -91.3% | +81.6% | -172.9% | -91.9% |
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