+273.7%
ELV vs VNQ
+64.0%
+209.7%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.1% |
| 7D | +3.2% | -1.3% | +4.5% | +4.0% |
| 30D | +5.4% | -2.6% | +7.9% | +7.0% |
| 3M | +5.4% | -2.0% | +7.4% | +6.5% |
| 6M | +45.7% | +4.3% | +41.4% | +41.4% |
| YTD | +21.2% | +9.2% | +12.0% | +14.2% |
| 1Y | +35.6% | +5.6% | +30.0% | +30.4% |
| 3Y | -2.0% | +30.8% | -32.9% | -19.5% |
| 5Y | +26.0% | +8.0% | +18.0% | +16.4% |
| All | +273.7% | +64.0% | +209.7% | +154.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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