+101.3%
EVER vs VT
+53.4%
+47.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.2% | -5.2% | -5.2% |
| 7D | +22.6% | -2.3% | +24.9% | +26.1% |
| 30D | +48.6% | -5.0% | +53.6% | +57.8% |
| 3M | +21.0% | -4.9% | +25.9% | +28.2% |
| 6M | +40.1% | -1.5% | +41.6% | +40.0% |
| YTD | +6.7% | +8.5% | -1.7% | -7.6% |
| 1Y | +16.3% | +11.4% | +4.9% | -3.2% |
| 3Y | +287.4% | +70.1% | +217.3% | +73.9% |
| All | +101.3% | +53.4% | +47.9% | +9.9% |
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