+39.3%
ELFY price history and return analytics
+41.4%
-2.1%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.2% |
| 7D | -5.2% | -2.3% | -2.9% | -2.7% |
| 30D | -9.9% | -5.0% | -4.9% | -4.5% |
| 3M | -13.6% | -4.9% | -8.8% | -8.5% |
| 6M | -20.0% | -1.5% | -18.5% | -18.4% |
| YTD | +2.6% | +8.5% | -5.9% | -6.1% |
| 1Y | -0.2% | +11.4% | -11.5% | -11.2% |
| All | +39.3% | +41.4% | -2.1% | -5.3% |
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 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