-49.0%
ELME price history and return analytics
+65.7%
-114.7%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -0.8% |
| 7D | -1.8% | -0.1% | -1.6% | -1.7% |
| 30D | +2.5% | -0.7% | +3.1% | +2.9% |
| 3M | -18.6% | +4.0% | -22.6% | -21.0% |
| 6M | -22.8% | +12.3% | -35.1% | -29.0% |
| YTD | -37.8% | +14.0% | -51.9% | -43.6% |
| 1Y | -36.4% | +20.3% | -56.7% | -44.5% |
| 3Y | -19.4% | +75.4% | -94.8% | -47.2% |
| 5Y | -49.0% | +66.0% | -115.0% | -66.4% |
| All | -49.0% | +65.7% | -114.7% | -66.4% |
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