+20.9%
ELD price history and return analytics
+400.6%
-379.7%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | +1.3% | -2.3% | +3.6% | +2.0% |
| 30D | -0.2% | -5.0% | +4.7% | +1.3% |
| 3M | -1.7% | -4.9% | +3.2% | -0.2% |
| 6M | -1.0% | -1.5% | +0.5% | -0.7% |
| YTD | +0.3% | +8.5% | -8.1% | -2.3% |
| 1Y | +3.7% | +11.4% | -7.7% | +0.1% |
| 3Y | +23.6% | +70.1% | -46.5% | +4.2% |
| 5Y | +17.2% | +53.7% | -36.5% | +1.3% |
| 10Y | +25.6% | +220.0% | -194.3% | -15.2% |
| All | +20.9% | +400.6% | -379.7% | -29.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling