+27.7%
VCIT vs ELAN
-17.0%
+44.7%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.1% | -1.2% | -0.2% |
| 7D | -1.4% | +4.0% | -5.5% | -1.6% |
| 30D | +0.6% | +18.8% | -18.2% | -0.1% |
| 3M | -2.2% | +19.0% | -21.2% | -2.9% |
| 6M | -2.3% | +22.8% | -25.2% | -3.1% |
| YTD | -2.2% | +18.3% | -20.5% | -3.0% |
| 1Y | -1.4% | +21.8% | -23.1% | -2.3% |
| 3Y | +18.7% | +153.8% | -135.1% | +13.6% |
| 5Y | +3.6% | -18.9% | +22.5% | +2.9% |
| All | +27.7% | -17.0% | +44.7% | +23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ELAN.
Daily Out/Under-Performance
Portfolio return minus ELAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ELAN 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 10y: compounded portfolio wealth divided by compounded ELAN 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…
10y analysis · Full analysis span regression · 6 months rolling