+275.1%
ELF vs VEU
+45.1%
+230.0%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +0.2% | +5.5% | +5.5% |
| 7D | +4.0% | -1.6% | +5.6% | +5.8% |
| 30D | +10.6% | -4.3% | +14.9% | +15.9% |
| 3M | +25.8% | -5.8% | +31.7% | +34.2% |
| 6M | +89.1% | -4.4% | +93.4% | +96.8% |
| YTD | +52.7% | +8.7% | +44.1% | +37.0% |
| 1Y | +51.7% | +12.6% | +39.1% | +30.8% |
| 3Y | +14.2% | +65.2% | -51.0% | -33.7% |
| All | +275.1% | +45.1% | +230.0% | +167.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling