+16.8%
ESTC vs VOO
+80.9%
-64.0%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.0% |
| 7D | -8.1% | +0.1% | -8.2% | -8.1% |
| 30D | +31.7% | +0.1% | +31.6% | +31.9% |
| 3M | +41.1% | +2.0% | +39.0% | +37.5% |
| 6M | +77.1% | +13.0% | +64.0% | +48.9% |
| YTD | +21.7% | +13.6% | +8.1% | +2.1% |
| 1Y | +8.4% | +20.1% | -11.7% | -16.8% |
| All | +16.8% | +80.9% | -64.0% | -48.8% |
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