-99.6%
EVTL vs VT
+53.2%
-152.8%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -4.1% | +2.6% | +5.2% |
| 7D | -7.5% | -4.2% | -3.3% | -1.0% |
| 30D | -29.5% | -5.8% | -23.7% | -22.1% |
| 3M | -69.6% | -5.2% | -64.4% | -66.6% |
| 6M | -83.5% | +0.1% | -83.6% | -83.1% |
| YTD | -92.6% | +8.2% | -100.8% | -93.1% |
| 1Y | -91.0% | +10.1% | -101.1% | -91.8% |
| 3Y | -95.7% | +69.7% | -165.4% | -97.4% |
| 5Y | -99.6% | +53.4% | -153.0% | -99.8% |
| All | -99.6% | +53.2% | -152.8% | -99.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling