+247.6%
ELVN vs VT
+66.2%
+181.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.7% |
| 7D | +2.6% | +1.0% | +1.6% | +1.4% |
| 30D | -1.8% | -0.2% | -1.6% | -1.6% |
| 3M | +76.5% | +4.5% | +72.0% | +66.7% |
| 6M | +101.7% | +14.1% | +87.6% | +70.3% |
| YTD | +285.5% | +14.8% | +270.8% | +223.0% |
| 1Y | +196.6% | +21.2% | +175.4% | +133.0% |
| 3Y | +257.0% | +76.6% | +180.4% | +89.8% |
| 5Y | +247.6% | +66.6% | +181.0% | +101.9% |
| All | +247.6% | +66.2% | +181.4% | +101.9% |
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