+228.7%
ELLO vs VT
+346.0%
-117.3%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.2% | +2.2% | +2.4% |
| 7D | -14.6% | -2.3% | -12.3% | -14.0% |
| 30D | -20.1% | -5.0% | -15.1% | -18.8% |
| 3M | -14.2% | -4.9% | -9.3% | -12.8% |
| 6M | -31.7% | -1.5% | -30.1% | -31.3% |
| YTD | -28.3% | +8.5% | -36.8% | -29.8% |
| 1Y | -16.7% | +11.4% | -28.0% | -19.0% |
| 3Y | +52.1% | +70.1% | -17.9% | +31.9% |
| 5Y | -47.1% | +53.7% | -100.8% | -53.2% |
| 10Y | +116.9% | +220.0% | -103.0% | +68.1% |
| All | +228.7% | +346.0% | -117.3% | +100.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling