+25.8%
ELAN vs VT
+21.4%
+4.4%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.7% | -1.5% |
| 7D | +0.3% | +1.0% | -0.8% | -1.1% |
| 30D | +8.4% | -0.2% | +8.6% | +8.7% |
| 3M | +1.2% | +4.5% | -3.3% | -5.6% |
| 6M | +2.6% | +14.1% | -11.4% | -13.9% |
| YTD | +5.9% | +14.8% | -8.8% | -11.0% |
| 1Y | +25.8% | +21.2% | +4.6% | -5.0% |
| All | +25.8% | +21.4% | +4.4% | -5.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling