-9.5%
ELVN vs VOO
+227.6%
-237.1%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.8% | -4.2% | -4.0% |
| 7D | -8.4% | -0.8% | -7.7% | -7.9% |
| 30D | -6.2% | -1.1% | -5.1% | -5.5% |
| 3M | +34.6% | +3.9% | +30.7% | +30.5% |
| 6M | +76.9% | +13.6% | +63.3% | +60.1% |
| YTD | +252.7% | +12.7% | +240.0% | +221.3% |
| 1Y | +172.7% | +17.6% | +155.1% | +141.2% |
| 3Y | +225.9% | +77.3% | +148.5% | +125.5% |
| 5Y | +208.6% | +84.1% | +124.5% | +108.6% |
| All | -9.5% | +227.6% | -237.1% | -47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 10y: compounded portfolio wealth divided by compounded VOO 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…
10y analysis · Full analysis span regression · 6 months rolling