+273.7%
ELV vs VOO
+325.3%
-51.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.3% | -0.1% |
| 7D | +3.2% | -0.8% | +4.0% | +3.8% |
| 30D | +5.4% | -1.1% | +6.4% | +6.2% |
| 3M | +5.4% | +3.9% | +1.5% | +2.0% |
| 6M | +45.7% | +13.6% | +32.1% | +30.8% |
| YTD | +21.2% | +12.7% | +8.5% | +9.4% |
| 1Y | +35.6% | +17.6% | +18.0% | +18.1% |
| 3Y | -2.0% | +77.3% | -79.3% | -42.1% |
| 5Y | +26.0% | +84.1% | -58.1% | -29.6% |
| All | +273.7% | +325.3% | -51.5% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 VOO 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