-35.6%
ELAN vs VO
+121.3%
-156.9%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.8% | +0.6% | +0.5% |
| 7D | -5.4% | -1.5% | -3.9% | -3.8% |
| 30D | +4.7% | -3.0% | +7.7% | +8.3% |
| 3M | -3.7% | +2.8% | -6.5% | -6.6% |
| 6M | -1.2% | +10.9% | -12.1% | -11.0% |
| YTD | +2.4% | +12.5% | -10.1% | -8.9% |
| 1Y | +23.4% | +12.0% | +11.4% | +10.1% |
| 3Y | +96.7% | +56.3% | +40.4% | +26.0% |
| 5Y | -30.6% | +42.9% | -73.5% | -51.0% |
| All | -35.6% | +121.3% | -156.9% | -70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VO.
Daily Out/Under-Performance
Portfolio return minus VO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VO 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 VO 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