+113.1%
EVR vs VT
+69.7%
+43.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.3% |
| 7D | -2.0% | -2.3% | +0.3% | +2.2% |
| 30D | +6.5% | -5.0% | +11.5% | +16.7% |
| 3M | -8.0% | -4.9% | -3.1% | +0.7% |
| 6M | -14.1% | -1.5% | -12.6% | -11.6% |
| YTD | -15.7% | +8.5% | -24.1% | -26.9% |
| 1Y | -5.0% | +11.4% | -16.4% | -21.4% |
| 3Y | +113.1% | +70.1% | +43.1% | -8.6% |
| All | +113.1% | +69.7% | +43.4% | -8.6% |
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