+35,889.1%
VLO vs EVRG
+2,068.9%
+33,820.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | +5.2% | +1.1% | +4.1% | +4.7% |
| 30D | +22.6% | -1.0% | +23.6% | +23.0% |
| 3M | +43.8% | +0.4% | +43.4% | +43.1% |
| 6M | +65.7% | -0.8% | +66.6% | +65.3% |
| YTD | +131.1% | +15.3% | +115.8% | +115.2% |
| 1Y | +143.6% | +17.9% | +125.7% | +124.2% |
| 3Y | +201.4% | +71.9% | +129.5% | +130.7% |
| 5Y | +568.9% | +45.3% | +523.6% | +443.1% |
| 10Y | +891.8% | +113.1% | +778.7% | +563.5% |
| All | +35,889.1% | +2,068.9% | +33,820.2% | +10,682.2% |
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