+75.0%
VTI vs ELV
+25.1%
+49.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -0.9% | +3.2% | -4.1% | -1.4% |
| 30D | -1.4% | +5.4% | -6.8% | -2.2% |
| 3M | +3.6% | +5.4% | -1.8% | +2.5% |
| 6M | +13.6% | +45.7% | -32.1% | +6.7% |
| YTD | +12.9% | +21.2% | -8.3% | +8.6% |
| 1Y | +17.2% | +35.6% | -18.4% | +10.4% |
| 3Y | +75.7% | -2.0% | +77.7% | +72.8% |
| All | +75.0% | +25.1% | +49.9% | +58.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling