+12,036.0%
VRTX vs EVRG
+1,865.4%
+10,170.6%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.5% | -1.6% | -1.9% |
| 7D | +0.8% | +1.1% | -0.3% | +0.4% |
| 30D | +12.6% | -1.0% | +13.7% | +13.0% |
| 3M | +23.6% | +0.4% | +23.2% | +23.3% |
| 6M | +14.3% | -0.8% | +15.1% | +14.3% |
| YTD | +20.5% | +15.3% | +5.1% | +13.3% |
| 1Y | +37.6% | +17.9% | +19.7% | +28.1% |
| 3Y | +55.5% | +71.9% | -16.4% | +23.1% |
| 5Y | +175.7% | +45.3% | +130.5% | +131.1% |
| 10Y | +474.2% | +113.1% | +361.1% | +290.7% |
| All | +12,036.0% | +1,865.4% | +10,170.6% | +4,264.4% |
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 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