+32.5%
ELD price history and return analytics
+224.4%
-191.8%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.6% |
| 7D | -0.5% | -0.7% | +0.2% | -0.3% |
| 30D | -1.2% | -1.7% | +0.5% | -0.8% |
| 3M | -2.5% | -2.3% | -0.2% | -1.9% |
| 6M | -1.8% | +1.5% | -3.3% | -2.3% |
| YTD | -0.4% | +12.0% | -12.4% | -3.7% |
| 1Y | +2.1% | +12.9% | -10.8% | -1.5% |
| 3Y | +23.5% | +74.9% | -51.5% | +4.8% |
| 5Y | +16.6% | +59.9% | -43.3% | +0.6% |
| 10Y | +32.5% | +224.6% | -192.1% | -10.2% |
| All | +32.5% | +224.4% | -191.8% | -10.2% |
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