+2,723.0%
VRT vs EVRG
+99.8%
+2,623.2%
-71.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.5% | +4.8% | +4.5% |
| 7D | +9.1% | +1.1% | +8.0% | +8.9% |
| 30D | +0.9% | -1.0% | +1.9% | +1.2% |
| 3M | -13.4% | +0.4% | -13.8% | -13.7% |
| 6M | +11.7% | -0.8% | +12.5% | +11.5% |
| YTD | +73.2% | +15.3% | +57.9% | +66.8% |
| 1Y | +123.4% | +17.9% | +105.5% | +113.8% |
| 3Y | +606.2% | +71.9% | +534.2% | +504.0% |
| 5Y | +899.9% | +45.3% | +854.6% | +798.7% |
| All | +2,723.0% | +99.8% | +2,623.2% | +2,376.2% |
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