-43.5%
EVO vs VT
+12.5%
-56.0%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.3% |
| 7D | +9.0% | -0.1% | +9.2% | +7.7% |
| 30D | +10.5% | -3.1% | +13.5% | +14.2% |
| 3M | -18.7% | -3.5% | -15.3% | -15.5% |
| 6M | -45.0% | +0.5% | -45.4% | -46.5% |
| YTD | -45.1% | +10.8% | -55.9% | -54.8% |
| 1Y | -43.5% | +11.9% | -55.4% | -54.3% |
| All | -43.5% | +12.5% | -56.0% | -54.3% |
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