+111.3%
EVRG vs VEU
+155.0%
-43.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.0% | -0.7% | -0.2% |
| 7D | +0.1% | -1.4% | +1.5% | +0.8% |
| 30D | -1.2% | -0.4% | -0.8% | -1.1% |
| 3M | -0.6% | +2.5% | -3.2% | -2.1% |
| 6M | +2.4% | +11.1% | -8.7% | -3.8% |
| YTD | +15.5% | +16.5% | -1.1% | +5.4% |
| 1Y | +16.8% | +22.9% | -6.1% | +3.4% |
| 3Y | +75.0% | +73.4% | +1.6% | +26.1% |
| 5Y | +49.3% | +56.1% | -6.8% | +13.4% |
| All | +111.3% | +155.0% | -43.7% | +16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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