+18.9%
VCIT vs EVRG
+102.9%
-84.0%
-4.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -1.4% | +1.0% | -2.4% | -1.5% |
| 30D | +0.8% | +7.5% | -6.7% | 0.0% |
| 3M | -1.7% | +6.8% | -8.6% | -2.5% |
| 6M | -2.1% | +7.7% | -9.8% | -3.0% |
| YTD | -2.0% | +24.9% | -26.9% | -4.8% |
| 1Y | -1.5% | +18.1% | -19.6% | -3.6% |
| All | +18.9% | +102.9% | -84.0% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 3y: compounded portfolio wealth divided by compounded EVRG 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…
3y analysis · Full analysis span regression · 6 months rolling