+14.5%
ELV vs VO
+42.2%
-27.8%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.8% | -0.4% | -0.9% |
| 7D | -2.2% | -0.6% | -1.6% | -1.9% |
| 30D | -0.2% | -1.9% | +1.7% | +0.7% |
| 3M | -6.1% | +3.3% | -9.4% | -7.5% |
| 6M | +42.8% | +9.7% | +33.1% | +36.7% |
| YTD | +14.4% | +12.6% | +1.8% | +8.2% |
| 1Y | +28.6% | +13.6% | +15.0% | +21.2% |
| 3Y | -7.4% | +56.8% | -64.2% | -25.6% |
| 5Y | +14.5% | +42.3% | -27.8% | -2.8% |
| All | +14.5% | +42.2% | -27.8% | -2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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