-4.2%
ESTC vs VO
+14.5%
-18.7%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -3.2% |
| 7D | -4.3% | +0.6% | -4.9% | -4.7% |
| 30D | +17.7% | -1.1% | +18.8% | +18.8% |
| 3M | +42.3% | +4.5% | +37.7% | +37.3% |
| 6M | +64.6% | +11.1% | +53.5% | +51.1% |
| YTD | +17.2% | +13.5% | +3.7% | +7.5% |
| 1Y | -4.2% | +14.5% | -18.7% | -10.9% |
| All | -4.2% | +14.5% | -18.7% | -10.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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