+10.7%
ELMT vs VT
+4.4%
+6.3%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.3% | -0.5% | +0.1% |
| 7D | +1.1% | +2.4% | -1.3% | -4.7% |
| 30D | +2.8% | -1.5% | +4.3% | +8.9% |
| 3M | +15.6% | -4.1% | +19.7% | +33.7% |
| 6M | +18.6% | +0.6% | +18.0% | +26.3% |
| All | +10.7% | +4.4% | +6.3% | +11.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling