+28.1%
EVN vs VT
+223.7%
-195.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.6% | -3.2% | -1.2% |
| 7D | +1.2% | +0.4% | +0.8% | +1.1% |
| 30D | +8.8% | -2.6% | +11.4% | +9.5% |
| 3M | -3.6% | -3.2% | -0.4% | -2.8% |
| 6M | -1.8% | +0.9% | -2.7% | -2.1% |
| YTD | -1.2% | +11.3% | -12.5% | -3.9% |
| 1Y | -3.5% | +14.0% | -17.5% | -6.7% |
| 3Y | +28.3% | +75.8% | -47.5% | +10.7% |
| 5Y | -4.6% | +57.8% | -62.4% | -15.9% |
| 10Y | +28.1% | +219.8% | -191.7% | -14.0% |
| All | +28.1% | +223.7% | -195.6% | -14.0% |
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