+273.7%
ELV vs VEU
+155.0%
+118.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | -0.2% |
| 7D | +3.2% | -1.4% | +4.6% | +4.2% |
| 30D | +5.4% | -0.4% | +5.8% | +5.5% |
| 3M | +5.4% | +2.5% | +2.8% | +3.0% |
| 6M | +45.7% | +11.1% | +34.6% | +32.9% |
| YTD | +21.2% | +16.5% | +4.7% | +6.4% |
| 1Y | +35.6% | +22.9% | +12.7% | +14.2% |
| 3Y | -2.0% | +73.4% | -75.4% | -38.4% |
| 5Y | +26.0% | +56.1% | -30.1% | -13.6% |
| All | +273.7% | +155.0% | +118.8% | +57.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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