-83.8%
EVO vs VT
+77.9%
-161.6%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -2.6% | +0.4% | -3.1% | -3.1% |
| 30D | -6.1% | +1.0% | -7.0% | -7.2% |
| 3M | -37.4% | +2.4% | -39.8% | -39.2% |
| 6M | -43.1% | +12.0% | -55.1% | -50.9% |
| YTD | -39.6% | +15.3% | -54.9% | -49.6% |
| 1Y | -44.8% | +22.6% | -67.4% | -57.3% |
| All | -83.8% | +77.9% | -161.6% | -93.1% |
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