+22.8%
ESTC vs VOO
+78.4%
-55.6%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.3% | +2.5% | +1.4% |
| 7D | -1.2% | +0.1% | -1.3% | -1.3% |
| 30D | -8.1% | -3.3% | -4.8% | -3.2% |
| 3M | +20.2% | -2.4% | +22.6% | +25.1% |
| 6M | +72.7% | +2.6% | +70.1% | +67.5% |
| YTD | +19.6% | +11.3% | +8.4% | +3.1% |
| 1Y | +0.3% | +13.4% | -13.2% | -16.1% |
| 3Y | +22.8% | +80.3% | -57.5% | -60.8% |
| All | +22.8% | +78.4% | -55.6% | -60.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling