+197.5%
ECL price history and return analytics
+222.7%
-25.2%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.5% |
| 7D | -0.5% | +2.9% | -3.4% | -3.2% |
| 30D | +6.6% | -2.5% | +9.1% | +9.1% |
| 3M | +9.6% | -3.3% | +13.0% | +13.0% |
| 6M | +21.6% | +1.5% | +20.1% | +18.9% |
| YTD | +16.9% | +11.4% | +5.5% | +4.1% |
| 1Y | +17.9% | +11.9% | +6.0% | +4.4% |
| 3Y | +76.5% | +73.9% | +2.6% | -2.4% |
| 5Y | +36.6% | +57.9% | -21.3% | -16.1% |
| All | +197.5% | +222.7% | -25.2% | -6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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