-0.5%
ELWT vs VOO
+14.2%
-14.7%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -1.1% | -0.6% |
| 7D | -1.8% | -0.8% | -1.1% | -1.6% |
| 30D | -14.5% | -1.1% | -13.4% | -14.1% |
| 3M | +17.8% | +3.9% | +14.0% | +16.8% |
| 6M | +5.1% | +13.6% | -8.6% | 0.0% |
| YTD | +41.3% | +12.7% | +28.6% | +33.9% |
| All | -0.5% | +14.2% | -14.7% | -2.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling