+177.1%
VRTX vs EVRG
+44.9%
+132.1%
-29.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.2% | -1.1% |
| 7D | -6.4% | +0.6% | -7.0% | -6.6% |
| 30D | -0.5% | -0.2% | -0.3% | -0.5% |
| 3M | +16.9% | -0.5% | +17.4% | +17.0% |
| 6M | +13.1% | +0.2% | +12.9% | +12.7% |
| YTD | +14.9% | +14.9% | +0.1% | +9.3% |
| 1Y | +31.4% | +18.2% | +13.2% | +23.7% |
| 3Y | +51.9% | +70.2% | -18.3% | +25.5% |
| 5Y | +177.1% | +45.3% | +131.7% | +140.7% |
| All | +177.1% | +44.9% | +132.1% | +140.7% |
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