+49.6%
EVRG vs VIG
+63.0%
-13.4%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | -0.1% |
| 7D | +0.1% | -1.1% | +1.2% | +0.7% |
| 30D | -1.2% | -2.7% | +1.5% | +0.4% |
| 3M | -0.6% | +2.5% | -3.2% | -2.1% |
| 6M | +2.4% | +9.2% | -6.8% | -2.9% |
| YTD | +15.5% | +9.8% | +5.6% | +9.0% |
| 1Y | +16.8% | +12.4% | +4.4% | +8.6% |
| 3Y | +75.0% | +55.9% | +19.1% | +29.8% |
| All | +49.6% | +63.0% | -13.4% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG 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 VIG 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