-3.4%
EVR vs VT
+10.7%
-14.0%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.1% | -2.6% | -0.3% |
| 7D | -2.5% | -4.2% | +1.7% | +4.4% |
| 30D | +8.2% | -5.8% | +14.0% | +19.1% |
| 3M | -8.7% | -5.2% | -3.5% | -0.4% |
| 6M | -10.6% | +0.1% | -10.7% | -10.7% |
| YTD | -14.0% | +8.2% | -22.3% | -23.3% |
| 1Y | -3.4% | +10.1% | -13.5% | -16.2% |
| All | -3.4% | +10.7% | -14.0% | -16.2% |
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