+277.7%
ELF vs VO
+192.8%
+84.9%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.2% | -3.1% |
| 7D | -6.8% | -0.6% | -6.2% | -6.1% |
| 30D | +5.1% | -1.9% | +7.0% | +7.4% |
| 3M | +79.8% | +3.3% | +76.5% | +73.7% |
| 6M | +29.7% | +9.7% | +20.0% | +17.2% |
| YTD | +31.6% | +12.6% | +19.0% | +15.9% |
| 1Y | -27.9% | +13.6% | -41.6% | -36.7% |
| 3Y | -26.4% | +56.8% | -83.2% | -52.8% |
| 5Y | +235.6% | +42.3% | +193.3% | +139.2% |
| All | +277.7% | +192.8% | +84.9% | +45.3% |
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