+612.7%
VEEV vs EVRG
+331.7%
+281.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.9% | -4.6% | -4.0% |
| 7D | -5.2% | +0.9% | -6.0% | -5.4% |
| 30D | +14.9% | -0.5% | +15.5% | +15.0% |
| 3M | +58.4% | +1.5% | +56.8% | +57.6% |
| 6M | +35.5% | +1.2% | +34.3% | +34.6% |
| YTD | +18.6% | +16.3% | +2.3% | +13.0% |
| 1Y | -6.3% | +20.3% | -26.6% | -11.8% |
| 3Y | +20.2% | +72.3% | -52.1% | +0.7% |
| 5Y | -13.8% | +46.7% | -60.5% | -24.8% |
| 10Y | +542.0% | +113.8% | +428.2% | +395.2% |
| All | +612.7% | +331.7% | +281.0% | +329.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling