+37.8%
ECL price history and return analytics
+53.4%
-15.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.9% |
| 7D | -0.8% | -2.3% | +1.6% | +1.2% |
| 30D | +8.1% | -5.0% | +13.1% | +12.8% |
| 3M | +6.4% | -4.9% | +11.2% | +10.8% |
| 6M | +14.8% | -1.5% | +16.3% | +15.5% |
| YTD | +15.5% | +8.5% | +7.0% | +6.3% |
| 1Y | +20.1% | +11.4% | +8.7% | +7.8% |
| 3Y | +77.8% | +70.1% | +7.7% | +2.2% |
| All | +37.8% | +53.4% | -15.6% | -13.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling