+31.2%
ESTC vs VOO
+200.4%
-169.3%
-76.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +37.2% |
| 6M | +77.1% | +13.0% | +64.0% | +48.3% |
| YTD | +21.7% | +13.6% | +8.1% | +1.6% |
| 1Y | +8.4% | +20.1% | -11.7% | -16.9% |
| 3Y | +23.6% | +77.6% | -53.9% | -44.6% |
| 5Y | -46.5% | +82.4% | -128.9% | -75.4% |
| All | +31.2% | +200.4% | -169.3% | -64.2% |
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