-25.6%
ELAN vs VT
+139.7%
-165.3%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.3% | +1.4% |
| 7D | +4.0% | +2.4% | +1.7% | +1.3% |
| 30D | +18.8% | -1.5% | +20.3% | +20.9% |
| 3M | +19.0% | -4.1% | +23.1% | +25.0% |
| 6M | +22.8% | +0.6% | +22.3% | +22.1% |
| YTD | +18.3% | +11.0% | +7.3% | +5.5% |
| 1Y | +21.8% | +13.3% | +8.4% | +6.1% |
| 3Y | +153.8% | +73.4% | +80.4% | +39.0% |
| 5Y | -18.9% | +57.4% | -76.4% | -50.3% |
| All | -25.6% | +139.7% | -165.3% | -71.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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