+800.0%
VGT vs EVRG
+113.9%
+686.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.3% | +0.9% | +1.1% |
| 7D | -0.2% | +0.1% | -0.3% | -0.2% |
| 30D | -0.4% | -1.2% | +0.8% | -0.1% |
| 3M | +4.4% | -0.6% | +5.0% | +4.4% |
| 6M | +32.1% | +2.4% | +29.6% | +30.3% |
| YTD | +28.8% | +15.5% | +13.3% | +21.7% |
| 1Y | +35.3% | +16.8% | +18.5% | +27.2% |
| 3Y | +124.8% | +75.0% | +49.8% | +79.6% |
| 5Y | +137.9% | +49.3% | +88.6% | +100.6% |
| All | +800.0% | +113.9% | +686.0% | +576.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling