-98.1%
ELTX vs VT
+66.2%
-164.3%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | 0.0% | -3.6% | -3.6% |
| 7D | -15.1% | +0.4% | -15.6% | -15.5% |
| 30D | -24.5% | +1.0% | -25.4% | -25.2% |
| 3M | -82.7% | +2.4% | -85.1% | -84.0% |
| 6M | -80.2% | +12.0% | -92.2% | -83.4% |
| YTD | -69.7% | +15.3% | -85.1% | -75.4% |
| 1Y | -77.8% | +22.6% | -100.4% | -83.2% |
| 3Y | -69.5% | +74.7% | -144.2% | -85.8% |
| All | -98.1% | +66.2% | -164.3% | -98.8% |
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 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