+13.8%
VRT vs ELAN
+13.9%
-0.1%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.9% | +3.0% | -15.9% | -13.5% |
| 7D | -15.4% | +11.7% | -27.1% | -17.6% |
| 30D | -19.0% | +12.4% | -31.4% | -21.2% |
| 3M | -23.8% | -1.1% | -22.7% | -23.8% |
| 6M | -37.9% | +12.4% | -50.3% | -41.4% |
| YTD | +27.0% | +11.8% | +15.1% | +23.1% |
| 1Y | +13.8% | +12.5% | +1.3% | +9.5% |
| All | +13.8% | +13.9% | -0.1% | +9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling