+102.9%
ELMD vs VT
+59.8%
+43.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.2% | +1.1% | -9.3% | -8.8% |
| 7D | -10.9% | -0.7% | -10.2% | -10.6% |
| 30D | -11.2% | -1.7% | -9.5% | -10.4% |
| 3M | -41.1% | -2.3% | -38.8% | -40.4% |
| 6M | -3.7% | +1.5% | -5.3% | -4.6% |
| YTD | -14.3% | +12.0% | -26.3% | -19.4% |
| 1Y | -0.6% | +12.9% | -13.5% | -7.0% |
| 3Y | +143.5% | +74.9% | +68.6% | +90.3% |
| 5Y | +102.9% | +59.9% | +43.0% | +64.9% |
| All | +102.9% | +59.8% | +43.2% | +64.9% |
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