+18.2%
EVRG vs VLTO
-10.6%
+28.8%
-7.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.4% | -1.2% |
| 7D | +0.6% | -2.6% | +3.1% | +0.8% |
| 30D | -0.2% | -2.5% | +2.2% | 0.0% |
| 3M | -0.5% | +10.1% | -10.5% | -1.2% |
| 6M | +0.2% | +1.0% | -0.8% | -0.4% |
| YTD | +14.9% | -4.8% | +19.7% | +14.2% |
| 1Y | +18.2% | -9.3% | +27.6% | +19.9% |
| All | +18.2% | -10.6% | +28.8% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VLTO.
Daily Out/Under-Performance
Portfolio return minus VLTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLTO 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 1y: compounded portfolio wealth divided by compounded VLTO 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…
1y analysis · Full analysis span regression · 6 months rolling