+21.7%
ELV vs VSXY
+22.6%
-1.0%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -0.1% | +5.6% | +5.5% |
| 7D | +2.8% | +0.1% | +2.6% | +2.7% |
| 30D | +4.9% | -18.7% | +23.6% | +5.5% |
| 3M | +4.9% | -4.0% | +8.9% | +4.9% |
| 6M | +45.1% | +67.5% | -22.4% | +41.6% |
| YTD | +20.7% | +39.7% | -19.0% | +18.6% |
| 1Y | +35.0% | +180.0% | -144.9% | +28.6% |
| 3Y | -2.4% | +337.3% | -339.7% | -12.9% |
| All | +21.7% | +22.6% | -1.0% | +26.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling