+535.3%
VRT vs ELAN
+96.4%
+438.9%
-61.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -2.9% | -2.7% | -4.9% |
| 7D | -7.7% | -6.4% | -1.3% | -6.2% |
| 30D | -12.0% | +0.6% | -12.5% | -12.2% |
| 3M | -11.7% | 0.0% | -11.6% | -12.4% |
| 6M | -8.1% | -3.4% | -4.7% | -8.6% |
| YTD | +53.2% | +1.0% | +52.2% | +50.8% |
| 1Y | +81.7% | +24.7% | +56.9% | +69.8% |
| All | +535.3% | +96.4% | +438.9% | +372.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling