+75.4%
VEA vs ELV
-2.1%
+77.5%
-13.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-11 to 2026-09-11.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.5% | +0.5% | +1.0% |
| 7D | -1.5% | +3.2% | -4.7% | -1.7% |
| 30D | -0.8% | +5.4% | -6.2% | -1.2% |
| 3M | +2.5% | +5.4% | -2.9% | +2.0% |
| 6M | +11.1% | +45.7% | -34.6% | +7.4% |
| YTD | +17.2% | +21.2% | -4.0% | +14.5% |
| 1Y | +24.5% | +35.6% | -11.1% | +20.4% |
| 3Y | +75.4% | -2.0% | +77.4% | +72.8% |
| All | +75.4% | -2.1% | +77.5% | +72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ELV.
Daily Out/Under-Performance
Portfolio return minus ELV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELV 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 2023-09-11 to 2026-09-11: compounded portfolio wealth divided by compounded ELV 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…
2023-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling