-61.2%
EVMN vs VT
+12.8%
-74.1%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -0.5% | +3.0% | +3.1% |
| 7D | +32.0% | -0.1% | +32.1% | +31.2% |
| 30D | +25.4% | -3.1% | +28.5% | +29.9% |
| 3M | -44.3% | -3.5% | -40.8% | -41.9% |
| 6M | -65.8% | +0.5% | -66.3% | -66.5% |
| YTD | -54.2% | +10.8% | -65.0% | -62.8% |
| 1Y | -59.4% | +11.9% | -71.3% | -67.6% |
| All | -61.2% | +12.8% | -74.1% | -69.6% |
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