+2,510.1%
EVI vs VT
+374.2%
+2,135.9%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | 0.0% | +4.9% | +4.8% |
| 7D | -4.8% | +0.4% | -5.3% | -5.0% |
| 30D | -2.3% | +1.0% | -3.3% | -2.7% |
| 3M | -23.4% | +2.4% | -25.8% | -24.2% |
| 6M | -34.8% | +12.0% | -46.8% | -37.9% |
| YTD | -44.6% | +15.3% | -59.9% | -47.9% |
| 1Y | -50.6% | +22.6% | -73.2% | -54.7% |
| 3Y | -46.7% | +74.7% | -121.4% | -56.9% |
| 5Y | -44.6% | +66.1% | -110.7% | -54.4% |
| 10Y | +201.4% | +225.0% | -23.6% | +110.2% |
| All | +2,510.1% | +374.2% | +2,135.9% | +1,766.7% |
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 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