+54.3%
VXUS vs EVRG
+44.9%
+9.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.5% | -0.5% |
| 7D | +0.3% | +0.6% | -0.3% | +0.2% |
| 30D | +0.7% | -0.2% | +0.9% | +0.7% |
| 3M | +4.8% | -0.5% | +5.2% | +4.7% |
| 6M | +11.3% | +0.2% | +11.1% | +10.9% |
| YTD | +16.5% | +14.9% | +1.6% | +11.9% |
| 1Y | +24.3% | +18.2% | +6.1% | +18.3% |
| 3Y | +74.5% | +70.2% | +4.3% | +49.4% |
| 5Y | +54.3% | +45.3% | +9.0% | +35.2% |
| All | +54.3% | +44.9% | +9.4% | +35.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling