-83.2%
EVO vs VT
+74.0%
-157.2%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.8% | -0.3% | -4.5% | -4.5% |
| 7D | -6.5% | +2.4% | -8.9% | -9.0% |
| 30D | +10.5% | -1.5% | +12.0% | +11.8% |
| 3M | -21.8% | -4.1% | -17.7% | -18.2% |
| 6M | -41.9% | +0.6% | -42.5% | -42.9% |
| YTD | -48.7% | +11.0% | -59.7% | -55.3% |
| 1Y | -50.2% | +13.3% | -63.5% | -57.5% |
| 3Y | -83.2% | +73.4% | -156.6% | -93.6% |
| All | -83.2% | +74.0% | -157.2% | -93.6% |
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 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