+39.9%
ELV vs IVZ
+30.5%
+9.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.2% | +0.8% | +4.0% |
| 7D | +4.8% | +2.6% | +2.1% | +4.2% |
| 30D | +10.1% | -3.5% | +13.5% | +10.8% |
| 3M | +15.4% | -7.4% | +22.7% | +17.1% |
| 6M | +17.7% | +14.7% | +3.0% | +11.5% |
| YTD | +25.7% | +14.6% | +11.1% | +23.3% |
| 1Y | +39.9% | +30.7% | +9.2% | +34.0% |
| All | +39.9% | +30.5% | +9.3% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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