+35.1%
ELV vs ROIV
+177.7%
-142.6%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.5% | -3.3% | -1.8% |
| 7D | +3.3% | +0.6% | +2.7% | +3.3% |
| 30D | +4.2% | +1.0% | +3.2% | +4.1% |
| 3M | -0.1% | +18.3% | -18.4% | -0.8% |
| 6M | +41.3% | +18.3% | +22.9% | +40.0% |
| YTD | +17.4% | +61.0% | -43.5% | +14.1% |
| 1Y | +35.1% | +177.9% | -142.8% | +23.2% |
| All | +35.1% | +177.7% | -142.6% | +23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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