+157.8%
ELAN vs VLTO
+57.1%
+100.8%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.5% | -1.5% | -1.3% |
| 7D | +4.6% | +1.5% | +3.1% | +3.8% |
| 30D | +17.4% | +20.9% | -3.6% | +5.9% |
| 3M | +16.5% | +21.4% | -4.9% | +4.8% |
| 6M | +21.9% | +37.6% | -15.7% | +1.7% |
| YTD | +17.0% | +19.5% | -2.5% | +5.7% |
| 1Y | +15.8% | +22.0% | -6.2% | +3.0% |
| 3Y | +147.9% | +70.7% | +77.3% | +81.0% |
| All | +157.8% | +57.1% | +100.8% | +93.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling