+56.5%
ELE price history and return analytics
+129.2%
-72.7%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | 0.0% | -2.2% | -2.2% |
| 7D | -1.5% | +0.4% | -2.0% | -1.8% |
| 30D | +19.0% | +1.0% | +18.1% | +18.4% |
| 3M | +24.7% | +2.4% | +22.3% | +23.4% |
| 6M | -7.2% | +12.0% | -19.2% | -12.6% |
| YTD | +25.3% | +15.3% | +10.0% | +16.7% |
| 1Y | +42.7% | +22.6% | +20.1% | +29.2% |
| 3Y | +139.5% | +74.7% | +64.8% | +81.2% |
| 5Y | +89.9% | +66.1% | +23.7% | +48.7% |
| All | +56.5% | +129.2% | -72.7% | -5.2% |
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 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