+257.4%
ELV vs RACE
+783.2%
-525.7%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.0% |
| 7D | -2.2% | -2.6% | +0.4% | -1.5% |
| 30D | -0.2% | -1.1% | +0.9% | 0.0% |
| 3M | -6.1% | +12.5% | -18.6% | -9.7% |
| 6M | +42.8% | +17.4% | +25.4% | +35.0% |
| YTD | +14.4% | +10.1% | +4.3% | +9.9% |
| 1Y | +28.6% | -15.1% | +43.8% | +32.9% |
| 3Y | -7.4% | +38.9% | -46.3% | -21.4% |
| 5Y | +14.5% | +90.7% | -76.2% | -16.3% |
| 10Y | +257.4% | +801.8% | -544.4% | +56.2% |
| All | +257.4% | +783.2% | -525.7% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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