+48.9%
EVRG vs VCLT
-17.3%
+66.2%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VCLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.3% | +0.7% |
| 7D | -0.7% | -1.3% | +0.6% | -0.1% |
| 30D | 0.0% | -1.1% | +1.1% | +0.5% |
| 3M | -1.0% | -3.7% | +2.7% | +0.7% |
| 6M | +1.0% | -4.0% | +5.0% | +2.8% |
| YTD | +15.1% | -3.4% | +18.5% | +16.8% |
| 1Y | +17.6% | -4.1% | +21.7% | +19.8% |
| 3Y | +70.5% | +11.0% | +59.5% | +62.3% |
| 5Y | +48.9% | -17.0% | +65.9% | +42.9% |
| All | +48.9% | -17.3% | +66.2% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VCLT.
Daily Out/Under-Performance
Portfolio return minus VCLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VCLT 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 5y: compounded portfolio wealth divided by compounded VCLT 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…
5y analysis · Full analysis span regression · 6 months rolling