-9.5%
ELVN price history and return analytics
+188.0%
-197.4%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.9% | -4.3% | -4.2% |
| 7D | -8.4% | -1.1% | -7.3% | -7.6% |
| 30D | -6.2% | -1.0% | -5.2% | -5.5% |
| 3M | +34.6% | +3.2% | +31.4% | +30.8% |
| 6M | +76.9% | +12.5% | +64.5% | +59.4% |
| YTD | +252.7% | +14.1% | +238.7% | +214.3% |
| 1Y | +172.7% | +18.9% | +153.8% | +135.2% |
| 3Y | +225.9% | +74.1% | +151.8% | +117.6% |
| 5Y | +208.6% | +66.9% | +141.8% | +108.6% |
| All | -9.5% | +188.0% | -197.4% | -46.9% |
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