+23.7%
ESTC vs VOO
+197.4%
-173.7%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.4% |
| 7D | -3.3% | -0.4% | -3.0% | -2.7% |
| 30D | +13.4% | -1.4% | +14.8% | +16.0% |
| 3M | +41.3% | +3.7% | +37.6% | +34.2% |
| 6M | +62.6% | +13.0% | +49.6% | +36.3% |
| YTD | +14.8% | +12.4% | +2.3% | -2.8% |
| 1Y | -5.1% | +18.6% | -23.7% | -25.9% |
| 3Y | +11.2% | +78.1% | -66.9% | -50.3% |
| 5Y | -47.0% | +82.3% | -129.2% | -75.5% |
| All | +23.7% | +197.4% | -173.7% | -65.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling