+138.6%
ELAN vs VLTO
+27.2%
+111.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +1.2% |
| 7D | +1.6% | -2.3% | +3.9% | +2.9% |
| 30D | -6.6% | -0.9% | -5.7% | -6.2% |
| 3M | -0.8% | +13.8% | -14.7% | -8.3% |
| 6M | +0.2% | +2.0% | -1.8% | -1.4% |
| YTD | +8.3% | -3.2% | +11.5% | +9.7% |
| 1Y | +40.2% | -9.2% | +49.4% | +47.7% |
| All | +138.6% | +27.2% | +111.4% | +100.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling