-30.4%
ELAN vs VNQ
+7.0%
-37.4%
-76.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.7% | +0.6% | +0.6% |
| 7D | -5.4% | -1.3% | -4.2% | -4.2% |
| 30D | +4.7% | -2.6% | +7.3% | +7.5% |
| 3M | -3.7% | -2.0% | -1.6% | -1.9% |
| 6M | -1.2% | +4.3% | -5.5% | -5.1% |
| YTD | +2.4% | +9.2% | -6.8% | -6.0% |
| 1Y | +23.4% | +5.6% | +17.8% | +17.0% |
| 3Y | +96.7% | +30.8% | +65.8% | +49.9% |
| All | -30.4% | +7.0% | -37.4% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VNQ.
Daily Out/Under-Performance
Portfolio return minus VNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VNQ 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 VNQ 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