+38.2%
EVER vs VT
+162.6%
-124.4%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | 0.0% | -1.6% | -1.6% |
| 7D | -2.9% | +0.4% | -3.4% | -3.5% |
| 30D | +5.7% | +1.0% | +4.7% | +4.4% |
| 3M | +29.6% | +2.4% | +27.2% | +24.7% |
| 6M | +47.8% | +12.0% | +35.8% | +25.9% |
| YTD | -7.7% | +15.3% | -23.1% | -24.3% |
| 1Y | +4.7% | +22.6% | -17.9% | -20.7% |
| 3Y | +300.5% | +74.7% | +225.8% | +96.2% |
| 5Y | +23.9% | +66.1% | -42.3% | -34.5% |
| All | +38.2% | +162.6% | -124.4% | -56.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling