+28.5%
ELCV price history and return analytics
+36.8%
-8.4%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -0.9% |
| 7D | -1.8% | -2.0% | +0.2% | -0.3% |
| 30D | -2.1% | -1.4% | -0.7% | -1.1% |
| 3M | +0.2% | +4.7% | -4.5% | -3.2% |
| 6M | +8.9% | +11.4% | -2.4% | +0.3% |
| YTD | +19.0% | +13.1% | +5.9% | +8.2% |
| 1Y | +21.1% | +19.0% | +2.1% | +5.7% |
| All | +28.5% | +36.8% | -8.4% | +1.3% |
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