+21.7%
ELM price history and return analytics
+35.3%
-13.6%
-9.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.1% |
| 7D | -0.1% | -0.1% | 0.0% | 0.0% |
| 30D | -0.3% | -0.7% | +0.4% | +0.1% |
| 3M | +2.5% | +4.0% | -1.5% | +0.2% |
| 6M | +6.4% | +12.3% | -5.9% | -0.3% |
| YTD | +8.6% | +14.0% | -5.4% | +1.0% |
| 1Y | +13.1% | +20.3% | -7.2% | +2.5% |
| All | +21.7% | +35.3% | -13.6% | +6.0% |
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