+96.7%
ELAN price history and return analytics
+74.2%
+22.5%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.9% | +0.5% | +0.1% |
| 7D | -5.4% | -1.1% | -4.3% | -3.9% |
| 30D | +4.7% | -1.0% | +5.7% | +6.2% |
| 3M | -3.7% | +3.2% | -6.8% | -8.3% |
| 6M | -1.2% | +12.5% | -13.7% | -16.2% |
| YTD | +2.4% | +14.1% | -11.7% | -14.7% |
| 1Y | +23.4% | +18.9% | +4.5% | -3.4% |
| 3Y | +96.7% | +74.1% | +22.6% | -21.5% |
| All | +96.7% | +74.2% | +22.5% | -21.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling