+953.6%
VRT vs EVRG
+44.9%
+908.7%
-70.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | -1.2% | -8.4% | -9.4% |
| 7D | +2.4% | +0.6% | +1.9% | +2.4% |
| 30D | -2.7% | -0.2% | -2.4% | -2.6% |
| 3M | -9.2% | -0.5% | -8.7% | -9.3% |
| 6M | -0.5% | +0.2% | -0.7% | -0.8% |
| YTD | +62.3% | +14.9% | +47.5% | +57.4% |
| 1Y | +109.6% | +18.2% | +91.4% | +101.9% |
| 3Y | +573.1% | +70.2% | +502.9% | +483.4% |
| 5Y | +953.6% | +45.3% | +908.3% | +845.4% |
| All | +953.6% | +44.9% | +908.7% | +845.4% |
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