+13.3%
VT vs EVRG
+19.2%
-5.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.6% | -0.9% | -0.3% |
| 7D | +2.4% | +1.4% | +0.9% | +2.4% |
| 30D | -1.5% | +7.4% | -8.9% | -1.2% |
| 3M | -4.1% | +7.2% | -11.3% | -3.9% |
| 6M | +0.6% | +9.5% | -8.9% | +0.7% |
| YTD | +11.0% | +25.6% | -14.5% | +10.7% |
| 1Y | +13.3% | +20.4% | -7.0% | +13.7% |
| All | +13.3% | +19.2% | -5.9% | +13.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling