+33.5%
ELV vs ROIV
+87.6%
-54.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.2% | +1.1% | 0.0% |
| 7D | +1.0% | +1.7% | -0.7% | +0.9% |
| 30D | +0.4% | +17.6% | -17.2% | -0.3% |
| 3M | +8.4% | +9.0% | -0.6% | +8.0% |
| 6M | +8.4% | +35.3% | -26.9% | +6.8% |
| YTD | +24.4% | +82.2% | -57.8% | +18.8% |
| 1Y | +33.5% | +92.3% | -58.8% | +23.2% |
| All | +33.5% | +87.6% | -54.1% | +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