+49.5%
ELF vs VIG
+17.0%
+32.5%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.4% | +0.3% | -1.1% |
| 7D | +7.8% | +0.4% | +7.4% | +7.0% |
| 30D | +9.3% | +4.3% | +5.0% | +1.3% |
| 3M | +21.2% | +2.0% | +19.1% | +16.9% |
| 6M | +96.1% | +10.2% | +85.9% | +65.5% |
| YTD | +57.0% | +14.8% | +42.2% | +23.7% |
| All | +49.5% | +17.0% | +32.5% | +13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 1y: compounded portfolio wealth divided by compounded VIG 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…
1y analysis · Full analysis span regression · 6 months rolling