+28.3%
EL price history and return analytics
+222.7%
-194.4%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.2% | -2.1% |
| 7D | -2.4% | -0.1% | -2.2% | -2.2% |
| 30D | +13.7% | -0.7% | +14.3% | +14.7% |
| 3M | +14.5% | +4.0% | +10.5% | +9.4% |
| 6M | +7.4% | +12.3% | -4.9% | -6.4% |
| YTD | -4.7% | +14.0% | -18.7% | -18.2% |
| 1Y | +12.9% | +20.3% | -7.4% | -8.8% |
| 3Y | -32.2% | +75.4% | -107.7% | -63.9% |
| 5Y | -68.4% | +66.0% | -134.4% | -81.8% |
| 10Y | +28.3% | +228.2% | -199.9% | -61.5% |
| All | +28.3% | +222.7% | -194.4% | -61.5% |
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