-30.4%
ELAN vs VEU
+55.0%
-85.3%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.0% | +0.3% | +0.1% |
| 7D | -5.4% | -1.4% | -4.0% | -3.7% |
| 30D | +4.7% | -0.4% | +5.1% | +5.3% |
| 3M | -3.7% | +2.5% | -6.2% | -7.0% |
| 6M | -1.2% | +11.1% | -12.3% | -12.9% |
| YTD | +2.4% | +16.5% | -14.1% | -14.8% |
| 1Y | +23.4% | +22.9% | +0.5% | -4.0% |
| 3Y | +96.7% | +73.4% | +23.3% | +1.1% |
| All | -30.4% | +55.0% | -85.3% | -62.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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