-93.6%
ELUT price history and return analytics
+110.1%
-203.7%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -0.5% | +12.1% | +11.7% |
| 7D | +14.8% | -0.1% | +14.9% | +14.7% |
| 30D | +13.4% | -3.1% | +16.4% | +14.3% |
| 3M | +14.6% | -3.5% | +18.1% | +15.6% |
| 6M | -7.6% | +0.5% | -8.1% | -7.8% |
| YTD | +34.6% | +10.8% | +23.9% | +30.4% |
| 1Y | +8.2% | +11.9% | -3.7% | +4.5% |
| 3Y | -36.5% | +73.0% | -109.5% | -44.6% |
| 5Y | -84.2% | +58.6% | -142.8% | -85.3% |
| All | -93.6% | +110.1% | -203.7% | -94.2% |
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