+18.0%
VTEB vs EVRG
+113.9%
-95.9%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | 0.0% | +0.3% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | -2.5% | -1.2% | -1.3% | -2.4% |
| 3M | -3.0% | -0.6% | -2.4% | -3.0% |
| 6M | -2.1% | +2.4% | -4.6% | -2.3% |
| YTD | -1.5% | +15.5% | -16.9% | -2.3% |
| 1Y | +0.2% | +16.8% | -16.7% | -0.7% |
| 3Y | +8.6% | +75.0% | -66.5% | +5.1% |
| 5Y | +1.2% | +49.3% | -48.1% | -1.4% |
| All | +18.0% | +113.9% | -95.9% | +13.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling