-73.5%
ELTX vs VT
+74.5%
-148.0%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -3.9% |
| 7D | +11.4% | +2.9% | +8.5% | +9.6% |
| 30D | -11.9% | -2.5% | -9.4% | -10.3% |
| 3M | -49.0% | -3.3% | -45.7% | -47.9% |
| 6M | -85.2% | +1.5% | -86.7% | -85.8% |
| YTD | -80.4% | +11.4% | -91.8% | -82.3% |
| 1Y | -83.0% | +11.9% | -94.9% | -84.7% |
| All | -73.5% | +74.5% | -148.0% | -84.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling