+504.3%
EL price history and return analytics
+346.0%
+158.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.0% |
| 7D | +0.8% | -2.3% | +3.1% | +3.1% |
| 30D | +16.5% | -5.0% | +21.5% | +22.2% |
| 3M | +29.2% | -4.9% | +34.1% | +35.5% |
| 6M | +27.9% | -1.5% | +29.5% | +29.7% |
| YTD | +6.2% | +8.5% | -2.3% | -1.2% |
| 1Y | +27.2% | +11.4% | +15.8% | +15.5% |
| 3Y | +3.2% | +70.1% | -66.9% | -34.9% |
| 5Y | -66.0% | +53.7% | -119.7% | -76.0% |
| 10Y | +58.3% | +220.0% | -161.6% | -37.8% |
| All | +504.3% | +346.0% | +158.3% | +69.4% |
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