-61.8%
EEV price history and return analytics
+65.7%
-127.5%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | -0.2% |
| 7D | -4.3% | -0.1% | -4.1% | -4.5% |
| 30D | -9.9% | -0.7% | -9.2% | -10.8% |
| 3M | -12.4% | +4.0% | -16.4% | -2.8% |
| 6M | -34.5% | +12.3% | -46.8% | -12.4% |
| YTD | -43.4% | +14.0% | -57.4% | -21.2% |
| 1Y | -51.4% | +20.3% | -71.7% | -24.6% |
| 3Y | -73.4% | +75.4% | -148.8% | -10.2% |
| 5Y | -61.8% | +66.0% | -127.7% | +36.2% |
| All | -61.8% | +65.7% | -127.5% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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