+106.3%
ELIL vs VT
+35.1%
+71.2%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.3% | +2.2% | +2.2% |
| 7D | +13.5% | +2.4% | +11.1% | +10.6% |
| 30D | +39.6% | -1.5% | +41.1% | +41.8% |
| 3M | +35.9% | -4.1% | +40.0% | +42.2% |
| 6M | +84.4% | +0.6% | +83.8% | +78.9% |
| YTD | +49.6% | +11.0% | +38.5% | +23.8% |
| 1Y | +62.8% | +13.3% | +49.5% | +30.3% |
| All | +106.3% | +35.1% | +71.2% | +22.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling