+18.9%
ELV vs VOO
+81.4%
-62.5%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.1% |
| 7D | -2.2% | -0.4% | -1.8% | -2.0% |
| 30D | -0.2% | -1.4% | +1.2% | +0.4% |
| 3M | -6.1% | +3.7% | -9.8% | -7.7% |
| 6M | +42.8% | +13.0% | +29.8% | +35.0% |
| YTD | +14.4% | +12.4% | +1.9% | +8.3% |
| 1Y | +28.6% | +18.6% | +10.0% | +18.9% |
| 3Y | -7.4% | +78.1% | -85.5% | -31.4% |
| All | +18.9% | +81.4% | -62.5% | -14.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling