-90.4%
EVTL vs VT
+12.5%
-102.9%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.4% | -0.5% | +8.9% | +9.7% |
| 7D | +8.1% | -0.1% | +8.3% | +6.8% |
| 30D | -21.1% | -3.1% | -18.0% | -14.1% |
| 3M | -54.2% | -3.5% | -50.7% | -49.4% |
| 6M | -85.3% | +0.5% | -85.8% | -85.5% |
| YTD | -92.3% | +10.8% | -103.0% | -94.2% |
| 1Y | -90.4% | +11.9% | -102.3% | -92.9% |
| All | -90.4% | +12.5% | -102.9% | -92.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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