+279.2%
ELF vs VO
+38.8%
+240.4%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.3% | -1.3% | -1.6% |
| 7D | +4.3% | +0.2% | +4.0% | +3.9% |
| 30D | +7.7% | +2.0% | +5.7% | +5.0% |
| 3M | +24.7% | -0.3% | +25.0% | +25.1% |
| 6M | +114.6% | +7.3% | +107.4% | +96.5% |
| YTD | +55.8% | +15.0% | +40.8% | +31.4% |
| 1Y | +51.9% | +14.7% | +37.2% | +28.8% |
| 3Y | +24.6% | +67.3% | -42.7% | -28.1% |
| 5Y | +279.2% | +38.8% | +240.4% | +175.1% |
| All | +279.2% | +38.8% | +240.4% | +175.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling