-2.0%
ELV vs ITOT
+75.8%
-77.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | +0.3% |
| 7D | +3.2% | -0.9% | +4.1% | +3.4% |
| 30D | +5.4% | -1.5% | +6.8% | +5.8% |
| 3M | +5.4% | +3.6% | +1.8% | +4.3% |
| 6M | +45.7% | +13.7% | +32.0% | +40.3% |
| YTD | +21.2% | +12.9% | +8.3% | +16.9% |
| 1Y | +35.6% | +17.2% | +18.4% | +29.6% |
| 3Y | -2.0% | +75.6% | -77.6% | -18.6% |
| All | -2.0% | +75.8% | -77.8% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 3y: compounded portfolio wealth divided by compounded ITOT 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…
3y analysis · Full analysis span regression · 6 months rolling