+111.2%
ELDN vs VT
+75.0%
+36.2%
-73.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | -5.6% | +0.4% | -6.1% | -6.1% |
| 30D | -12.2% | +1.0% | -13.2% | -13.2% |
| 3M | -16.1% | +2.4% | -18.5% | -18.6% |
| 6M | +20.3% | +12.0% | +8.3% | +4.6% |
| YTD | +100.0% | +15.3% | +84.7% | +68.3% |
| 1Y | +15.7% | +22.6% | -6.9% | -7.8% |
| All | +111.2% | +75.0% | +36.2% | +60.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling