+35.1%
ELV vs VSXY
+224.6%
-189.5%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +2.6% | -4.4% | -1.7% |
| 7D | +3.3% | -14.0% | +17.3% | +3.2% |
| 30D | +4.2% | -15.9% | +20.1% | +4.1% |
| 3M | -0.1% | +3.4% | -3.5% | +0.1% |
| 6M | +41.3% | +25.9% | +15.3% | +42.5% |
| YTD | +17.4% | +39.5% | -22.0% | +17.4% |
| 1Y | +35.1% | +194.4% | -159.3% | +22.8% |
| All | +35.1% | +224.6% | -189.5% | +22.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 1y: compounded portfolio wealth divided by compounded VSXY 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…
1y analysis · Full analysis span regression · 6 months rolling