+132.6%
ELS price history and return analytics
+221.8%
-89.1%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.2% | +1.1% |
| 7D | -1.3% | +2.4% | -3.7% | -2.9% |
| 30D | +4.2% | -1.5% | +5.7% | +5.0% |
| 3M | -3.6% | -4.1% | +0.6% | -1.2% |
| 6M | +0.3% | +0.6% | -0.3% | -1.0% |
| YTD | +5.2% | +11.0% | -5.8% | -3.5% |
| 1Y | +4.3% | +13.3% | -9.0% | -5.8% |
| 3Y | +4.3% | +73.4% | -69.1% | -33.1% |
| 5Y | -15.2% | +57.4% | -72.6% | -41.6% |
| All | +132.6% | +221.8% | -89.1% | +1.4% |
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 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