+45.4%
ELF vs VIG
+14.2%
+31.2%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -0.4% | +6.1% | +6.3% |
| 7D | +4.0% | -1.8% | +5.8% | +6.8% |
| 30D | +10.6% | +2.7% | +7.9% | +4.9% |
| 3M | +25.8% | 0.0% | +25.8% | +25.3% |
| 6M | +89.1% | +6.8% | +82.3% | +68.0% |
| YTD | +52.7% | +12.1% | +40.7% | +25.1% |
| All | +45.4% | +14.2% | +31.2% | +14.8% |
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