-94.8%
ELUT vs VT
+114.0%
-208.8%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +1.7% | -8.2% | -7.0% |
| 7D | -9.5% | -0.3% | -9.2% | -9.5% |
| 30D | -7.5% | -1.4% | -6.1% | -7.2% |
| 3M | -12.8% | -1.4% | -11.5% | -12.6% |
| 6M | -24.8% | +5.5% | -30.2% | -25.9% |
| YTD | +9.7% | +12.8% | -3.2% | +5.7% |
| 1Y | -17.4% | +15.4% | -32.8% | -20.9% |
| 3Y | -44.5% | +76.9% | -121.4% | -51.8% |
| 5Y | -87.3% | +60.4% | -147.7% | -88.2% |
| All | -94.8% | +114.0% | -208.8% | -95.3% |
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 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