+125.6%
ELAN vs VLTO
+24.3%
+101.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.7% | +1.0% |
| 7D | -5.4% | -2.3% | -3.1% | -4.2% |
| 30D | +4.7% | -2.7% | +7.4% | +6.3% |
| 3M | -3.7% | +14.0% | -17.7% | -11.0% |
| 6M | -1.2% | +3.3% | -4.5% | -3.6% |
| YTD | +2.4% | -5.4% | +7.8% | +5.1% |
| 1Y | +23.4% | -13.3% | +36.7% | +33.7% |
| All | +125.6% | +24.3% | +101.3% | +92.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 VLTO 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