+80.1%
VOO vs ESTC
+18.2%
+61.9%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.5% | +4.1% | +0.1% |
| 7D | +0.1% | -8.1% | +8.2% | +0.9% |
| 30D | +0.1% | +31.7% | -31.6% | -3.0% |
| 3M | +2.0% | +41.1% | -39.0% | -1.9% |
| 6M | +13.0% | +77.1% | -64.0% | +5.8% |
| YTD | +13.6% | +21.7% | -8.1% | +10.3% |
| 1Y | +20.1% | +8.4% | +11.7% | +17.7% |
| All | +80.1% | +18.2% | +61.9% | +74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ESTC.
Daily Out/Under-Performance
Portfolio return minus ESTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESTC 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 ESTC 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