+55.3%
ELE vs VT
+128.0%
-72.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.4% |
| 7D | +2.3% | +1.0% | +1.3% | +1.6% |
| 30D | +9.7% | -0.2% | +9.9% | +10.0% |
| 3M | +37.1% | +4.5% | +32.5% | +33.5% |
| 6M | -7.2% | +14.1% | -21.3% | -13.3% |
| YTD | +24.4% | +14.8% | +9.6% | +16.2% |
| 1Y | +26.4% | +21.2% | +5.2% | +15.2% |
| 3Y | +150.4% | +76.6% | +73.8% | +88.6% |
| 5Y | +97.3% | +66.6% | +30.7% | +53.7% |
| All | +55.3% | +128.0% | -72.7% | -5.5% |
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