+2,568.1%
ELV vs VRSN
+873.1%
+1,695.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.2% | -0.2% | -0.1% |
| 7D | +1.0% | +1.4% | -0.5% | +0.7% |
| 30D | +0.4% | +3.9% | -3.5% | -0.4% |
| 3M | +8.4% | +9.3% | -1.0% | +6.4% |
| 6M | +8.4% | +6.7% | +1.8% | +6.6% |
| YTD | +24.4% | +30.0% | -5.7% | +17.1% |
| 1Y | +33.5% | +26.0% | +7.5% | +26.5% |
| 3Y | -2.1% | +53.1% | -55.2% | -11.3% |
| 5Y | +5.8% | +35.0% | -29.2% | -2.8% |
| 10Y | +268.9% | +291.7% | -22.8% | +182.6% |
| All | +2,568.1% | +873.1% | +1,695.0% | +1,296.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling