+357.2%
ELF vs VEU
+144.2%
+213.1%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.7% | 0.0% | 0.0% |
| 7D | +6.3% | +0.5% | +5.8% | +5.7% |
| 30D | +8.5% | -2.3% | +10.8% | +11.1% |
| 3M | +24.4% | -4.4% | +28.8% | +30.3% |
| 6M | +94.7% | -2.2% | +96.9% | +97.9% |
| YTD | +55.9% | +10.9% | +44.9% | +38.1% |
| 1Y | +48.4% | +13.4% | +35.0% | +28.7% |
| 3Y | +24.6% | +69.7% | -45.1% | -27.6% |
| 5Y | +285.0% | +50.0% | +235.1% | +154.6% |
| 10Y | +357.2% | +145.8% | +211.5% | +138.5% |
| All | +357.2% | +144.2% | +213.1% | +138.5% |
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