+0.5%
ELC price history and return analytics
+64.6%
-64.1%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.3% | -0.2% |
| 7D | -0.1% | -0.1% | +0.1% | 0.0% |
| 30D | -0.4% | -0.7% | +0.2% | -0.3% |
| 3M | -1.2% | +4.0% | -5.2% | -2.3% |
| 6M | -2.2% | +12.3% | -14.5% | -5.4% |
| YTD | -0.5% | +14.0% | -14.5% | -4.2% |
| 1Y | -3.6% | +20.3% | -23.9% | -8.7% |
| 3Y | +6.5% | +75.4% | -69.0% | -10.5% |
| All | +0.5% | +64.6% | -64.1% | -17.1% |
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