+539.1%
ELV vs VEU
+190.9%
+348.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | -0.3% | +1.7% | -1.9% | -1.3% |
| 30D | +2.0% | +1.0% | +1.0% | +1.3% |
| 3M | -3.5% | +5.6% | -9.1% | -7.1% |
| 6M | +40.2% | +13.7% | +26.5% | +27.8% |
| YTD | +15.8% | +17.7% | -1.9% | +3.1% |
| 1Y | +33.2% | +25.8% | +7.4% | +13.6% |
| 3Y | -6.2% | +77.1% | -83.3% | -36.7% |
| 5Y | +16.4% | +57.1% | -40.7% | -16.0% |
| 10Y | +259.8% | +149.8% | +109.9% | +93.8% |
| All | +539.1% | +190.9% | +348.2% | +164.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling