-43.2%
ELLO vs VT
+58.5%
-101.7%
-70.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | +7.6% | +2.9% | +4.8% | +5.8% |
| 30D | -25.0% | -2.5% | -22.5% | -23.8% |
| 3M | -7.3% | -3.3% | -4.0% | -5.3% |
| 6M | -22.9% | +1.5% | -24.4% | -23.3% |
| YTD | -24.7% | +11.4% | -36.0% | -28.9% |
| 1Y | -13.1% | +11.9% | -25.0% | -18.1% |
| 3Y | +50.4% | +73.9% | -23.5% | +9.9% |
| 5Y | -43.2% | +57.9% | -101.1% | -55.6% |
| All | -43.2% | +58.5% | -101.7% | -55.6% |
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