+7.7%
EVV vs VT
+57.4%
-49.6%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | +0.2% |
| 7D | +2.1% | +0.4% | +1.7% | +1.9% |
| 30D | +4.6% | -2.6% | +7.2% | +5.7% |
| 3M | -3.0% | -3.2% | +0.2% | -1.8% |
| 6M | -3.3% | +0.9% | -4.2% | -3.9% |
| YTD | -4.6% | +11.3% | -15.9% | -9.1% |
| 1Y | -4.8% | +14.0% | -18.8% | -10.2% |
| 3Y | +28.5% | +75.8% | -47.4% | 0.0% |
| 5Y | +7.7% | +57.8% | -50.1% | -13.2% |
| All | +7.7% | +57.4% | -49.6% | -13.2% |
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