+62.8%
ELVA price history and return analytics
+65.7%
-2.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -3.5% |
| 7D | -6.8% | -1.1% | -5.7% | -5.5% |
| 30D | -16.1% | -1.0% | -15.1% | -14.9% |
| 3M | -34.5% | +3.2% | -37.6% | -35.9% |
| 6M | -24.8% | +12.5% | -37.3% | -31.8% |
| YTD | -18.6% | +14.1% | -32.7% | -26.7% |
| 1Y | +7.7% | +18.9% | -11.2% | -6.2% |
| 3Y | +109.4% | +74.1% | +35.4% | +26.7% |
| All | +62.8% | +65.7% | -2.9% | +2.6% |
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