+25.4%
EL vs VT
+13.3%
+12.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.1% | -2.1% | -2.3% |
| 7D | +0.3% | -0.7% | +1.0% | +1.1% |
| 30D | +12.3% | -1.7% | +14.0% | +14.5% |
| 3M | +28.4% | -2.3% | +30.7% | +32.0% |
| 6M | +36.7% | +1.5% | +35.2% | +33.3% |
| YTD | +8.4% | +12.0% | -3.7% | -6.4% |
| 1Y | +25.4% | +12.9% | +12.5% | +7.4% |
| All | +25.4% | +13.3% | +12.2% | +7.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling