+86.1%
EELV price history and return analytics
+400.5%
-314.4%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | -0.3% |
| 7D | -1.0% | -1.1% | +0.1% | -0.3% |
| 30D | +1.6% | -1.0% | +2.6% | +2.2% |
| 3M | +3.0% | +3.2% | -0.2% | +0.7% |
| 6M | +4.6% | +12.5% | -7.9% | -3.8% |
| YTD | +8.4% | +14.1% | -5.7% | -1.3% |
| 1Y | +13.3% | +18.9% | -5.6% | +0.2% |
| 3Y | +41.8% | +74.1% | -32.3% | -4.8% |
| 5Y | +41.8% | +66.9% | -25.1% | -3.1% |
| 10Y | +87.1% | +228.3% | -141.2% | -27.9% |
| All | +86.1% | +400.5% | -314.4% | -49.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling