-44.9%
ELUT price history and return analytics
+77.9%
-122.8%
-89.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.2% | -2.3% |
| 7D | -6.7% | +0.4% | -7.2% | -6.9% |
| 30D | -5.8% | +1.0% | -6.8% | -6.3% |
| 3M | -21.8% | +2.4% | -24.2% | -22.7% |
| 6M | -31.0% | +12.0% | -43.0% | -34.8% |
| YTD | +18.5% | +15.3% | +3.1% | +9.5% |
| 1Y | -59.2% | +22.6% | -81.7% | -63.7% |
| All | -44.9% | +77.9% | -122.8% | -63.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling