+4,398.0%
EVR vs VT
+374.2%
+4,023.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.4% | +0.4% |
| 7D | +2.7% | +0.4% | +2.2% | +2.2% |
| 30D | -6.3% | +1.0% | -7.2% | -7.3% |
| 3M | -13.8% | +2.4% | -16.2% | -16.0% |
| 6M | -4.4% | +12.0% | -16.4% | -16.2% |
| YTD | -11.7% | +15.3% | -27.1% | -25.1% |
| 1Y | -5.3% | +22.6% | -27.9% | -25.1% |
| 3Y | +119.1% | +74.7% | +44.4% | +18.6% |
| 5Y | +135.1% | +66.1% | +68.9% | +38.0% |
| 10Y | +611.6% | +225.0% | +386.6% | +112.9% |
| All | +4,398.0% | +374.2% | +4,023.8% | +1,141.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling