+34.0%
VSH vs EVRG
+71.7%
-37.6%
-56.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.2% | +1.9% | +0.8% |
| 7D | +3.5% | +0.6% | +3.0% | +3.5% |
| 30D | -4.4% | -0.2% | -4.1% | -4.4% |
| 3M | -45.8% | -0.5% | -45.4% | -45.9% |
| 6M | +90.1% | +0.2% | +90.0% | +89.2% |
| YTD | +120.3% | +14.9% | +105.4% | +113.2% |
| 1Y | +112.2% | +18.2% | +94.0% | +104.4% |
| All | +34.0% | +71.7% | -37.6% | +13.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling