+82.0%
ELE vs VT
+69.4%
+12.7%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.1% | +4.1% | +4.5% |
| 7D | +2.3% | -4.2% | +6.5% | +7.1% |
| 30D | -14.6% | -5.8% | -8.8% | -8.8% |
| 3M | -12.8% | -5.2% | -7.5% | -7.1% |
| 6M | -8.5% | +0.1% | -8.6% | -6.3% |
| YTD | -8.2% | +8.2% | -16.4% | -10.4% |
| 1Y | +9.3% | +10.1% | -0.8% | +5.9% |
| All | +82.0% | +69.4% | +12.7% | +37.4% |
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