+597.9%
EVRG vs VEU
+190.9%
+407.0%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.1% |
| 7D | +0.9% | +1.7% | -0.8% | 0.0% |
| 30D | -0.5% | +1.0% | -1.5% | -1.1% |
| 3M | +1.5% | +5.6% | -4.1% | -1.7% |
| 6M | +1.2% | +13.7% | -12.5% | -6.1% |
| YTD | +16.3% | +17.7% | -1.4% | +5.7% |
| 1Y | +20.3% | +25.8% | -5.5% | +5.4% |
| 3Y | +72.3% | +77.1% | -4.8% | +24.7% |
| 5Y | +46.7% | +57.1% | -10.5% | +11.9% |
| 10Y | +113.8% | +149.8% | -36.0% | +24.1% |
| All | +597.9% | +190.9% | +407.0% | +223.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling