+0.2%
ELWT vs VOO
+14.5%
-14.3%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.0% |
| 7D | +0.9% | +0.5% | +0.4% | +0.7% |
| 30D | -11.3% | -0.9% | -10.4% | -11.0% |
| 3M | +8.5% | +3.9% | +4.6% | +7.5% |
| 6M | +0.9% | +14.5% | -13.7% | -3.9% |
| YTD | +42.2% | +13.0% | +29.3% | +34.7% |
| All | +0.2% | +14.5% | -14.3% | -2.3% |
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