+73.7%
EVLU vs VT
+41.0%
+32.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.4% | -0.4% |
| 7D | +2.9% | +2.9% | 0.0% | 0.0% |
| 30D | -5.2% | -2.5% | -2.7% | -2.7% |
| 3M | -5.2% | -3.3% | -1.9% | -1.8% |
| 6M | -0.3% | +1.5% | -1.8% | -1.5% |
| YTD | +23.4% | +11.4% | +12.0% | +12.2% |
| 1Y | +22.7% | +11.9% | +10.8% | +11.1% |
| All | +73.7% | +41.0% | +32.7% | +23.5% |
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