+22.2%
ELV vs VNQ
+7.0%
+15.2%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.2% |
| 7D | +3.2% | -1.3% | +4.5% | +3.7% |
| 30D | +5.4% | -2.6% | +7.9% | +6.4% |
| 3M | +5.4% | -2.0% | +7.4% | +6.1% |
| 6M | +45.7% | +4.3% | +41.4% | +43.0% |
| YTD | +21.2% | +9.2% | +12.0% | +16.6% |
| 1Y | +35.6% | +5.6% | +30.0% | +32.3% |
| 3Y | -2.0% | +30.8% | -32.9% | -12.9% |
| All | +22.2% | +7.0% | +15.2% | +22.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling