+39.9%
ELV vs VTEB
+0.4%
+39.5%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VTEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.5% | +4.7% |
| 7D | +4.8% | +0.9% | +3.9% | +4.2% |
| 30D | +10.1% | +3.7% | +6.4% | +7.8% |
| 3M | +15.4% | -0.8% | +16.2% | +17.4% |
| 6M | +17.7% | -0.9% | +18.6% | +20.5% |
| YTD | +25.7% | -0.1% | +25.8% | +30.6% |
| 1Y | +39.9% | +0.2% | +39.6% | +44.2% |
| All | +39.9% | +0.4% | +39.5% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VTEB.
Daily Out/Under-Performance
Portfolio return minus VTEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTEB 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 VTEB 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