+11,868.9%
VRTX vs EVRG
+2,039.9%
+9,829.0%
-91.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.6% | -1.3% | -1.0% |
| 7D | -1.6% | +1.4% | -3.0% | -2.1% |
| 30D | +8.0% | +7.4% | +0.7% | +5.0% |
| 3M | +4.3% | +7.2% | -2.9% | +1.3% |
| 6M | +18.9% | +9.5% | +9.4% | +14.4% |
| YTD | +18.8% | +25.6% | -6.8% | +7.9% |
| 1Y | +24.0% | +20.4% | +3.6% | +14.5% |
| 3Y | +42.1% | +108.8% | -66.7% | +4.2% |
| 5Y | +187.6% | +68.0% | +119.6% | +127.4% |
| 10Y | +485.4% | +124.6% | +360.8% | +290.1% |
| All | +11,868.9% | +2,039.9% | +9,829.0% | +4,056.9% |
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