-96.4%
ELTX vs VT
+57.0%
-153.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.3% | -3.6% | -3.6% |
| 7D | -0.7% | +2.4% | -3.0% | -2.8% |
| 30D | -16.2% | -1.5% | -14.7% | -14.5% |
| 3M | -52.4% | -4.1% | -48.3% | -50.1% |
| 6M | -86.7% | +0.6% | -87.3% | -87.4% |
| YTD | -81.2% | +11.0% | -92.2% | -83.8% |
| 1Y | -83.5% | +13.3% | -96.9% | -86.1% |
| 3Y | -74.5% | +73.4% | -147.9% | -87.5% |
| All | -96.4% | +57.0% | -153.5% | -97.8% |
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