+229.6%
ELVN vs VT
+57.4%
+172.2%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.6% | +1.7% | +1.1% |
| 7D | +15.5% | +0.4% | +15.1% | +15.2% |
| 30D | +25.8% | -2.6% | +28.4% | +30.2% |
| 3M | -14.7% | -3.2% | -11.5% | -11.1% |
| 6M | +26.5% | +0.9% | +25.6% | +24.7% |
| YTD | +234.7% | +11.3% | +223.4% | +191.2% |
| 1Y | +192.4% | +14.0% | +178.4% | +147.6% |
| 3Y | +346.3% | +75.8% | +270.5% | +138.6% |
| 5Y | +229.6% | +57.8% | +171.8% | +95.2% |
| All | +229.6% | +57.4% | +172.2% | +95.2% |
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