+94.3%
EVRG vs VLTO
+69.5%
+24.8%
-11.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.3% | +0.1% |
| 7D | +1.9% | +5.4% | -3.5% | +1.1% |
| 30D | +9.0% | +22.3% | -13.3% | +5.7% |
| 3M | +6.3% | +19.6% | -13.3% | +3.4% |
| 6M | +9.9% | +35.2% | -25.2% | +4.9% |
| YTD | +23.8% | +17.9% | +6.0% | +20.4% |
| 1Y | +19.9% | +19.5% | +0.4% | +16.2% |
| 3Y | +94.3% | +73.9% | +20.3% | +89.2% |
| All | +94.3% | +69.5% | +24.8% | +89.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling