+3,941.2%
EVI vs VT
+345.0%
+3,596.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -4.1% | +1.3% | -1.0% |
| 7D | -2.6% | -4.2% | +1.5% | -0.8% |
| 30D | +10.1% | -5.8% | +15.9% | +13.0% |
| 3M | +51.3% | -5.2% | +56.5% | +54.8% |
| 6M | +8.5% | +0.1% | +8.4% | +8.3% |
| YTD | -14.2% | +8.2% | -22.4% | -17.1% |
| 1Y | -25.5% | +10.1% | -35.6% | -28.5% |
| 3Y | -19.2% | +69.7% | -88.9% | -33.6% |
| 5Y | -35.5% | +53.4% | -88.8% | -45.2% |
| 10Y | +120.0% | +219.2% | -99.3% | +56.8% |
| All | +3,941.2% | +345.0% | +3,596.2% | +2,869.3% |
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