+277.7%
ELF vs VEU
+147.2%
+130.5%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.8% | -3.3% | -3.2% |
| 7D | -6.8% | +0.3% | -7.1% | -7.0% |
| 30D | +5.1% | +0.7% | +4.4% | +4.4% |
| 3M | +79.8% | +4.7% | +75.1% | +71.0% |
| 6M | +29.7% | +11.6% | +18.1% | +14.7% |
| YTD | +31.6% | +16.8% | +14.8% | +10.8% |
| 1Y | -27.9% | +24.9% | -52.8% | -43.1% |
| 3Y | -26.4% | +75.7% | -102.2% | -58.7% |
| 5Y | +235.6% | +56.1% | +179.5% | +113.3% |
| All | +277.7% | +147.2% | +130.5% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 10y: compounded portfolio wealth divided by compounded VEU 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…
10y analysis · Full analysis span regression · 6 months rolling