+237.5%
ELA price history and return analytics
+63.7%
+173.9%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.3% |
| 7D | -0.5% | -2.0% | +1.5% | +1.2% |
| 30D | -15.0% | -1.4% | -13.6% | -13.9% |
| 3M | -45.9% | +4.7% | -50.7% | -48.0% |
| 6M | +6.6% | +11.4% | -4.7% | -2.5% |
| YTD | +2.2% | +13.1% | -10.9% | -7.5% |
| 1Y | +91.2% | +19.0% | +72.2% | +66.3% |
| 3Y | +170.7% | +73.9% | +96.7% | +73.9% |
| 5Y | +237.5% | +65.4% | +172.1% | +113.4% |
| All | +237.5% | +63.7% | +173.9% | +113.4% |
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 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