+40.2%
ELAN vs VYM
+21.4%
+18.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VYM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +1.0% |
| 7D | +1.6% | 0.0% | +1.6% | +1.6% |
| 30D | -6.6% | -0.5% | -6.0% | -5.8% |
| 3M | -0.8% | +3.0% | -3.9% | -6.1% |
| 6M | +0.2% | +8.2% | -8.0% | -12.6% |
| YTD | +8.3% | +15.8% | -7.6% | -11.6% |
| 1Y | +40.2% | +20.8% | +19.4% | +8.8% |
| All | +40.2% | +21.4% | +18.8% | +8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VYM.
Daily Out/Under-Performance
Portfolio return minus VYM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VYM 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 VYM 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