-48.9%
ELME price history and return analytics
+226.9%
-275.8%
-64.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.7% |
| 7D | -1.2% | -2.0% | +0.8% | +0.5% |
| 30D | +2.5% | -1.4% | +3.9% | +3.7% |
| 3M | -18.6% | +4.7% | -23.4% | -22.2% |
| 6M | -22.4% | +11.4% | -33.8% | -29.9% |
| YTD | -37.8% | +13.1% | -50.9% | -44.7% |
| 1Y | -36.1% | +19.0% | -55.1% | -45.8% |
| 3Y | -19.4% | +73.9% | -93.3% | -51.8% |
| 5Y | -48.6% | +65.4% | -114.0% | -68.1% |
| All | -48.9% | +226.9% | -275.8% | -83.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling