+34,532.9%
VLO vs EVRG
+2,240.5%
+32,292.4%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.5% | +2.5% | +2.7% |
| 7D | -6.5% | +1.7% | -8.1% | -7.2% |
| 30D | -17.8% | +8.7% | -26.4% | -20.8% |
| 3M | +19.6% | +6.4% | +13.2% | +16.1% |
| 6M | +49.3% | +9.4% | +39.9% | +42.7% |
| YTD | +122.4% | +24.5% | +97.9% | +100.0% |
| 1Y | +107.4% | +20.5% | +87.0% | +89.2% |
| 3Y | +223.1% | +101.6% | +121.5% | +130.3% |
| 5Y | +432.2% | +67.5% | +364.8% | +305.4% |
| 10Y | +743.6% | +122.3% | +621.3% | +453.1% |
| All | +34,532.9% | +2,240.5% | +32,292.4% | +9,919.7% |
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