+635.3%
VST vs ELAN
-18.6%
+653.9%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.3% | -1.7% | -2.0% |
| 7D | -6.0% | +8.9% | -14.9% | -7.8% |
| 30D | -18.8% | +16.8% | -35.5% | -21.6% |
| 3M | -8.0% | +20.1% | -28.1% | -11.8% |
| 6M | -10.9% | +13.2% | -24.1% | -14.1% |
| YTD | -18.3% | +18.3% | -36.6% | -22.4% |
| 1Y | -29.9% | +20.2% | -50.1% | -33.7% |
| 3Y | +290.3% | +150.6% | +139.7% | +198.9% |
| 5Y | +635.3% | -18.9% | +654.2% | +604.4% |
| All | +635.3% | -18.6% | +653.9% | +604.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling