+15.9%
ELV vs VT
+66.2%
-50.3%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | 0.0% | -1.7% | -1.7% |
| 7D | +3.3% | +0.4% | +2.9% | +3.1% |
| 30D | +4.2% | +1.0% | +3.2% | +3.7% |
| 3M | -0.1% | +2.4% | -2.4% | -1.3% |
| 6M | +41.3% | +12.0% | +29.2% | +33.6% |
| YTD | +17.4% | +15.3% | +2.1% | +9.6% |
| 1Y | +35.1% | +22.6% | +12.5% | +22.5% |
| 3Y | -3.2% | +74.7% | -77.9% | -27.2% |
| All | +15.9% | +66.2% | -50.3% | -8.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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