+56.3%
EVRG vs VSXY
+37.7%
+18.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VSXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.5% | +2.3% | -1.1% |
| 7D | +0.6% | -10.7% | +11.3% | +0.9% |
| 30D | -0.2% | -24.3% | +24.0% | +0.6% |
| 3M | -0.5% | +1.0% | -1.5% | -0.6% |
| 6M | +0.2% | +57.4% | -57.2% | -1.9% |
| YTD | +14.9% | +39.8% | -24.9% | +12.7% |
| 1Y | +18.2% | +196.5% | -178.3% | +12.3% |
| 3Y | +70.2% | +357.2% | -287.1% | +54.3% |
| 5Y | +45.3% | +18.9% | +26.5% | +38.6% |
| All | +56.3% | +37.7% | +18.6% | +48.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling