+1,521.7%
ELA price history and return analytics
+229.8%
+1,291.9%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.9% | -2.4% | -2.2% |
| 7D | -4.3% | -1.1% | -3.2% | -3.5% |
| 30D | -16.7% | -1.0% | -15.7% | -16.1% |
| 3M | -49.7% | +3.2% | -52.9% | -50.8% |
| 6M | +7.2% | +12.5% | -5.3% | -1.7% |
| YTD | +0.6% | +14.1% | -13.5% | -8.4% |
| 1Y | +89.8% | +18.9% | +70.9% | +68.0% |
| 3Y | +166.0% | +74.1% | +91.9% | +79.8% |
| 5Y | +232.3% | +66.9% | +165.5% | +128.4% |
| All | +1,521.7% | +229.8% | +1,291.9% | +765.7% |
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