+13.5%
VT vs ELAN
+10.5%
+3.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ELAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -1.9% | -0.3% |
| 7D | -1.6% | +8.5% | -10.1% | -2.8% |
| 30D | -2.5% | +11.0% | -13.5% | -4.0% |
| 3M | -1.3% | -4.5% | +3.2% | -0.8% |
| 6M | +3.1% | +9.2% | -6.1% | +0.4% |
| YTD | +10.9% | +8.6% | +2.4% | +8.8% |
| All | +13.5% | +10.5% | +3.0% | +11.2% |
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