-19.5%
ELTK vs VT
+21.4%
-40.9%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.7% |
| 7D | +1.9% | +1.0% | +0.9% | +1.1% |
| 30D | -7.9% | -0.2% | -7.7% | -7.7% |
| 3M | -10.5% | +4.5% | -15.1% | -12.9% |
| 6M | -11.4% | +14.1% | -25.5% | -15.8% |
| YTD | -5.8% | +14.8% | -20.5% | -12.0% |
| 1Y | -19.5% | +21.2% | -40.7% | -25.0% |
| All | -19.5% | +21.4% | -40.9% | -25.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling