+177.3%
ESTA vs VOO
+207.5%
-30.2%
-75.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.3% | -2.6% | -2.5% |
| 7D | +6.5% | +3.3% | +3.3% | +2.2% |
| 30D | +17.4% | -2.7% | +20.1% | +22.1% |
| 3M | -9.2% | -1.7% | -7.5% | -6.8% |
| 6M | -0.8% | +3.1% | -3.9% | -4.5% |
| YTD | -5.8% | +11.9% | -17.8% | -18.1% |
| 1Y | +8.6% | +12.1% | -3.5% | -5.8% |
| 3Y | +216.5% | +78.6% | +137.9% | +61.3% |
| 5Y | +2.7% | +73.8% | -71.1% | -44.6% |
| All | +177.3% | +207.5% | -30.2% | -10.6% |
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