+66.2%
ELTK vs VT
+222.7%
-156.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.4% |
| 7D | +7.2% | -0.1% | +7.4% | +7.3% |
| 30D | -4.9% | -0.7% | -4.2% | -4.5% |
| 3M | -8.2% | +4.0% | -12.2% | -10.2% |
| 6M | -10.9% | +12.3% | -23.2% | -16.6% |
| YTD | -5.8% | +14.0% | -19.8% | -12.7% |
| 1Y | -19.1% | +20.3% | -39.4% | -27.2% |
| 3Y | +2.4% | +75.4% | -73.1% | -26.7% |
| 5Y | +39.8% | +66.0% | -26.2% | +3.0% |
| 10Y | +66.2% | +228.2% | -162.0% | -19.8% |
| All | +66.2% | +222.7% | -156.5% | -19.8% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling