+30.2%
ELV vs ROIV
+221.6%
-191.3%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +18.8% | -20.1% | -1.7% |
| 7D | -0.3% | +20.2% | -20.4% | -0.7% |
| 30D | +2.0% | +14.1% | -12.2% | +1.8% |
| 3M | -3.5% | +45.6% | -49.1% | -4.5% |
| 6M | +40.2% | +44.1% | -3.9% | +38.5% |
| YTD | +15.8% | +91.2% | -75.3% | +12.8% |
| All | +30.2% | +221.6% | -191.3% | +25.1% |
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