+619.9%
EVR vs VT
+224.5%
+395.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | +2.7% | +0.4% | +2.2% | +2.0% |
| 30D | -6.3% | +1.0% | -7.2% | -7.6% |
| 3M | -13.8% | +2.4% | -16.2% | -16.6% |
| 6M | -4.4% | +12.0% | -16.4% | -18.9% |
| YTD | -11.7% | +15.3% | -27.1% | -28.1% |
| 1Y | -5.3% | +22.6% | -27.9% | -29.3% |
| 3Y | +119.1% | +74.7% | +44.4% | +1.9% |
| 5Y | +135.1% | +66.1% | +68.9% | +19.9% |
| All | +619.9% | +224.5% | +395.4% | +57.5% |
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