+337.7%
ELLO vs VT
+374.2%
-36.5%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | 0.0% | +11.1% | +11.1% |
| 7D | +14.6% | +0.4% | +14.1% | +14.4% |
| 30D | +14.3% | +1.0% | +13.3% | +14.0% |
| 3M | +3.8% | +2.4% | +1.5% | +3.2% |
| 6M | -7.2% | +12.0% | -19.2% | -10.1% |
| YTD | -4.5% | +15.3% | -19.9% | -8.2% |
| 1Y | +26.6% | +22.6% | +4.1% | +19.7% |
| 3Y | +62.0% | +74.7% | -12.7% | +39.2% |
| 5Y | -14.1% | +66.1% | -80.2% | -25.7% |
| 10Y | +152.2% | +225.0% | -72.8% | +92.8% |
| All | +337.7% | +374.2% | -36.5% | +161.8% |
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