+33.0%
VRSN vs EVRG
+45.7%
-12.7%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.6% |
| 7D | -1.5% | -0.7% | -0.8% | -1.3% |
| 30D | +0.7% | 0.0% | +0.7% | +0.6% |
| 3M | +0.6% | -1.0% | +1.5% | +0.7% |
| 6M | +21.7% | +1.0% | +20.8% | +20.8% |
| YTD | +20.0% | +15.1% | +4.9% | +13.3% |
| 1Y | +3.2% | +17.6% | -14.4% | -3.5% |
| 3Y | +42.4% | +70.5% | -28.1% | +14.3% |
| 5Y | +33.0% | +48.9% | -15.9% | +12.6% |
| All | +33.0% | +45.7% | -12.7% | +12.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling