+425.8%
VRTX vs EVRG
+113.2%
+312.6%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.2% | -1.4% | -1.3% |
| 7D | -7.8% | -0.7% | -7.1% | -7.6% |
| 30D | -2.8% | 0.0% | -2.9% | -2.9% |
| 3M | +18.1% | -1.0% | +19.1% | +18.4% |
| 6M | +3.1% | +1.0% | +2.1% | +2.5% |
| YTD | +13.5% | +15.1% | -1.6% | +7.7% |
| 1Y | +32.4% | +17.6% | +14.9% | +24.6% |
| 3Y | +50.0% | +70.5% | -20.5% | +22.7% |
| 5Y | +172.9% | +48.9% | +124.0% | +132.6% |
| All | +425.8% | +113.2% | +312.6% | +273.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling