-7.2%
ESTC vs VOO
+17.3%
-24.5%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -0.6% | -3.0% | -3.0% |
| 7D | -13.2% | -2.0% | -11.2% | -11.4% |
| 30D | +9.3% | -1.7% | +11.0% | +11.3% |
| 3M | +37.3% | +4.7% | +32.6% | +32.6% |
| 6M | +61.0% | +12.6% | +48.5% | +47.7% |
| YTD | +10.7% | +11.8% | -1.1% | +3.2% |
| 1Y | -7.2% | +17.5% | -24.7% | -19.6% |
| All | -7.2% | +17.3% | -24.5% | -19.6% |
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 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