+338.9%
ELF vs VO
+198.4%
+140.6%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | +6.3% | -0.2% | +6.5% | +6.5% |
| 30D | +8.5% | +0.5% | +8.0% | +7.9% |
| 3M | +24.4% | -1.1% | +25.5% | +25.9% |
| 6M | +94.7% | +6.4% | +88.3% | +81.6% |
| YTD | +55.9% | +13.5% | +42.3% | +35.9% |
| 1Y | +48.4% | +13.6% | +34.8% | +29.6% |
| 3Y | +24.6% | +65.2% | -40.6% | -24.3% |
| 5Y | +285.0% | +37.7% | +247.3% | +183.1% |
| All | +338.9% | +198.4% | +140.6% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 10y: compounded portfolio wealth divided by compounded VO 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…
10y analysis · Full analysis span regression · 6 months rolling