+17.0%
ELLO price history and return analytics
+19.6%
-2.7%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.9% | +0.8% | +1.2% |
| 7D | -10.0% | -1.1% | -8.9% | -9.3% |
| 30D | +5.8% | -1.0% | +6.8% | +6.4% |
| 3M | -2.4% | +3.2% | -5.5% | -4.2% |
| 6M | -22.0% | +12.5% | -34.5% | -25.7% |
| YTD | -14.0% | +14.1% | -28.1% | -19.3% |
| 1Y | +17.0% | +18.9% | -1.9% | +5.7% |
| All | +17.0% | +19.6% | -2.7% | +5.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling