+91.7%
EVLU vs VT
+46.0%
+45.6%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | 0.0% | +1.2% | +1.2% |
| 7D | +2.7% | +0.4% | +2.3% | +2.2% |
| 30D | +5.3% | +1.0% | +4.4% | +4.3% |
| 3M | +2.5% | +2.4% | +0.2% | +0.2% |
| 6M | +25.3% | +12.0% | +13.2% | +12.5% |
| YTD | +36.2% | +15.3% | +20.8% | +19.3% |
| 1Y | +60.1% | +22.6% | +37.5% | +33.1% |
| All | +91.7% | +46.0% | +45.6% | +31.4% |
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