+89.0%
EVI vs VT
+221.8%
-132.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.7% | -0.3% | -5.4% | -5.5% |
| 7D | -1.1% | +2.4% | -3.5% | -3.1% |
| 30D | +7.7% | -1.5% | +9.2% | +9.3% |
| 3M | +26.6% | -4.1% | +30.7% | +31.6% |
| 6M | +29.1% | +0.6% | +28.5% | +27.8% |
| YTD | -16.4% | +11.0% | -27.4% | -24.6% |
| 1Y | -9.2% | +13.3% | -22.6% | -19.5% |
| 3Y | -13.8% | +73.4% | -87.2% | -46.6% |
| 5Y | -37.7% | +57.4% | -95.2% | -58.0% |
| All | +89.0% | +221.8% | -132.8% | -11.0% |
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