+69.2%
VTRS vs EVRG
+17.4%
+51.8%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | -0.2% |
| 7D | +3.3% | +1.1% | +2.2% | +2.9% |
| 30D | -3.6% | -1.0% | -2.6% | -3.4% |
| 3M | +7.0% | +0.4% | +6.6% | +6.6% |
| 6M | +17.5% | -0.8% | +18.3% | +17.1% |
| YTD | +38.8% | +15.3% | +23.4% | +31.0% |
| 1Y | +69.2% | +17.9% | +51.3% | +59.7% |
| All | +69.2% | +17.4% | +51.8% | +59.7% |
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