-45.5%
ESTC vs VOO
+82.3%
-127.9%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.6% | -3.1% | -2.7% |
| 7D | -4.3% | +0.5% | -4.8% | -5.1% |
| 30D | +17.7% | -0.9% | +18.7% | +20.0% |
| 3M | +42.3% | +3.9% | +38.4% | +32.9% |
| 6M | +64.6% | +14.5% | +50.0% | +28.6% |
| YTD | +17.2% | +13.0% | +4.3% | -5.7% |
| 1Y | -4.2% | +19.4% | -23.6% | -31.0% |
| 3Y | +13.5% | +78.9% | -65.4% | -62.4% |
| 5Y | -45.5% | +82.3% | -127.8% | -80.9% |
| All | -45.5% | +82.3% | -127.9% | -80.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling