+1,042.5%
ELV price history and return analytics
+357.8%
+684.7%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.6% |
| 7D | -0.5% | +2.9% | -3.4% | -2.7% |
| 30D | +1.1% | -2.5% | +3.6% | +2.8% |
| 3M | +8.2% | -3.3% | +11.5% | +10.6% |
| 6M | +10.2% | +1.5% | +8.7% | +8.1% |
| YTD | +24.4% | +11.4% | +13.1% | +13.1% |
| 1Y | +33.8% | +11.9% | +21.9% | +21.2% |
| 3Y | -1.4% | +73.9% | -75.2% | -38.3% |
| 5Y | +5.8% | +57.9% | -52.1% | -29.6% |
| 10Y | +269.1% | +222.6% | +46.4% | +40.2% |
| All | +1,042.5% | +357.8% | +684.7% | +215.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling