+272.1%
ELV price history and return analytics
+229.8%
+42.3%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | 0.0% | +5.5% | +5.5% |
| 7D | +2.8% | -1.1% | +3.9% | +3.7% |
| 30D | +4.9% | -1.0% | +5.9% | +5.7% |
| 3M | +4.9% | +3.2% | +1.7% | +2.0% |
| 6M | +45.1% | +12.5% | +32.6% | +30.8% |
| YTD | +20.7% | +14.1% | +6.6% | +7.4% |
| 1Y | +35.0% | +18.9% | +16.1% | +15.9% |
| 3Y | -2.4% | +74.1% | -76.5% | -41.5% |
| 5Y | +25.5% | +66.9% | -41.4% | -22.5% |
| All | +272.1% | +229.8% | +42.3% | +9.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling