-99.1%
ELTX vs VT
+80.2%
-179.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -3.6% |
| 7D | +11.4% | +2.9% | +8.5% | +8.2% |
| 30D | -11.9% | -2.5% | -9.4% | -9.0% |
| 3M | -49.0% | -3.3% | -45.7% | -46.8% |
| 6M | -85.2% | +1.5% | -86.7% | -86.2% |
| YTD | -80.4% | +11.4% | -91.8% | -83.5% |
| 1Y | -83.0% | +11.9% | -94.9% | -85.8% |
| 3Y | -73.4% | +73.9% | -147.3% | -88.0% |
| 5Y | -96.5% | +57.9% | -154.4% | -97.9% |
| All | -99.1% | +80.2% | -179.3% | -99.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling