-1.5%
ELV vs VLTO
+69.5%
-71.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.5% | -1.9% | -1.5% |
| 7D | +1.3% | +5.4% | -4.1% | +0.6% |
| 30D | +5.3% | +22.3% | -17.0% | +2.4% |
| 3M | +9.2% | +19.6% | -10.4% | +6.5% |
| 6M | +14.5% | +35.2% | -20.6% | +9.7% |
| YTD | +23.2% | +17.9% | +5.3% | +19.9% |
| 1Y | +38.0% | +19.5% | +18.5% | +34.0% |
| 3Y | -1.5% | +73.9% | -75.5% | -9.8% |
| All | -1.5% | +69.5% | -71.0% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 3y: compounded portfolio wealth divided by compounded VLTO 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…
3y analysis · Full analysis span regression · 6 months rolling