+58.1%
EVLU vs VT
+23.4%
+34.8%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.0% | -1.3% |
| 7D | +1.6% | +0.1% | +1.5% | +1.4% |
| 30D | +3.0% | +0.8% | +2.2% | +1.9% |
| 3M | +0.4% | +2.8% | -2.4% | -2.9% |
| 6M | +23.6% | +13.0% | +10.6% | +7.1% |
| YTD | +34.5% | +15.4% | +19.2% | +14.5% |
| All | +58.1% | +23.4% | +34.8% | +27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling