+14.6%
ELE vs VT
+124.2%
-109.6%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +1.7% | +8.0% | +8.4% |
| 7D | -2.6% | -0.3% | -2.3% | -2.3% |
| 30D | -14.3% | -1.4% | -12.9% | -13.2% |
| 3M | -6.7% | -1.4% | -5.3% | -5.2% |
| 6M | -9.1% | +5.5% | -14.5% | -10.8% |
| YTD | -8.2% | +12.8% | -21.1% | -12.9% |
| 1Y | +12.2% | +15.4% | -3.3% | +5.4% |
| 3Y | +80.6% | +76.9% | +3.8% | +37.0% |
| 5Y | +44.2% | +60.4% | -16.2% | +16.7% |
| All | +14.6% | +124.2% | -109.6% | -29.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling