+5.8%
ELV vs VO
+37.2%
-31.3%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.9% | +1.0% | +0.5% |
| 7D | -0.5% | +2.9% | -3.4% | -1.8% |
| 30D | +1.1% | +1.0% | +0.1% | +0.6% |
| 3M | +8.2% | -1.7% | +9.9% | +8.9% |
| 6M | +10.2% | +6.7% | +3.5% | +6.9% |
| YTD | +24.4% | +14.0% | +10.5% | +17.2% |
| 1Y | +33.8% | +13.7% | +20.1% | +26.2% |
| 3Y | -1.4% | +65.8% | -67.2% | -22.2% |
| 5Y | +5.8% | +36.6% | -30.8% | -8.3% |
| All | +5.8% | +37.2% | -31.3% | -8.3% |
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