+41.9%
ELE vs VT
+53.2%
-11.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.1% | +4.1% | +2.9% |
| 7D | +2.3% | -4.2% | +6.5% | +5.4% |
| 30D | -14.6% | -5.8% | -8.8% | -11.0% |
| 3M | -12.8% | -5.2% | -7.5% | -9.2% |
| 6M | -8.5% | +0.1% | -8.6% | -7.0% |
| YTD | -8.2% | +8.2% | -16.4% | -9.7% |
| 1Y | +9.3% | +10.1% | -0.8% | +6.9% |
| 3Y | +80.7% | +69.7% | +11.1% | +52.0% |
| 5Y | +41.9% | +53.4% | -11.5% | +13.3% |
| All | +41.9% | +53.2% | -11.3% | +13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling