+57.0%
EVER vs VT
+152.8%
-95.8%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.8% |
| 7D | -1.8% | +2.4% | -4.2% | -4.6% |
| 30D | +37.3% | -1.5% | +38.8% | +39.2% |
| 3M | +15.4% | -4.1% | +19.5% | +20.6% |
| 6M | +50.1% | +0.6% | +49.5% | +46.4% |
| YTD | +4.8% | +11.0% | -6.2% | -10.5% |
| 1Y | +12.2% | +13.3% | -1.1% | -6.7% |
| 3Y | +248.1% | +73.4% | +174.7% | +70.3% |
| 5Y | +84.5% | +57.4% | +27.1% | +3.5% |
| All | +57.0% | +152.8% | -95.8% | -48.5% |
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 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