+49.6%
EVRG vs VSXY
+22.6%
+26.9%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.1% | -2.8% | +0.2% |
| 7D | +0.1% | +0.1% | 0.0% | +0.1% |
| 30D | -1.2% | -18.7% | +17.5% | -0.6% |
| 3M | -0.6% | -4.0% | +3.4% | -0.6% |
| 6M | +2.4% | +67.5% | -65.0% | 0.0% |
| YTD | +15.5% | +39.7% | -24.2% | +13.2% |
| 1Y | +16.8% | +180.0% | -163.2% | +11.1% |
| 3Y | +75.0% | +337.3% | -262.3% | +58.5% |
| All | +49.6% | +22.6% | +26.9% | +39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VSXY.
Daily Out/Under-Performance
Portfolio return minus VSXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VSXY 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 VSXY 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