+28.9%
ESTC vs VOO
+194.3%
-165.4%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.3% | +2.5% | +1.5% |
| 7D | -1.2% | +0.1% | -1.3% | -1.2% |
| 30D | -8.1% | -3.3% | -4.8% | -3.3% |
| 3M | +20.2% | -2.4% | +22.6% | +25.1% |
| 6M | +72.7% | +2.6% | +70.1% | +67.4% |
| YTD | +19.6% | +11.3% | +8.4% | +3.2% |
| 1Y | +0.3% | +13.4% | -13.2% | -15.9% |
| 3Y | +22.8% | +80.3% | -57.5% | -45.8% |
| 5Y | -50.9% | +72.7% | -123.6% | -75.8% |
| All | +28.9% | +194.3% | -165.4% | -63.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling