+273.7%
ELV vs VRSN
+299.1%
-25.3%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.3% | -0.8% | 0.0% |
| 7D | +3.2% | +0.2% | +3.0% | +3.1% |
| 30D | +5.4% | +3.8% | +1.6% | +3.8% |
| 3M | +5.4% | +5.0% | +0.3% | +2.7% |
| 6M | +45.7% | +24.9% | +20.8% | +31.4% |
| YTD | +21.2% | +21.6% | -0.4% | +10.0% |
| 1Y | +35.6% | +2.4% | +33.2% | +32.1% |
| 3Y | -2.0% | +47.3% | -49.4% | -19.9% |
| 5Y | +26.0% | +34.7% | -8.7% | +4.0% |
| All | +273.7% | +299.1% | -25.3% | +136.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 2016-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded VRSN 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling