-8.6%
EVI vs VT
+74.5%
-83.1%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.6% | -5.0% | -4.8% |
| 7D | +3.3% | +2.9% | +0.4% | -0.2% |
| 30D | +20.3% | -2.5% | +22.8% | +24.0% |
| 3M | +36.5% | -3.3% | +39.8% | +42.0% |
| 6M | +29.2% | +1.5% | +27.7% | +25.2% |
| YTD | -11.3% | +11.4% | -22.7% | -24.5% |
| 1Y | -5.9% | +11.9% | -17.8% | -20.3% |
| All | -8.6% | +74.5% | -83.1% | -53.7% |
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