+138.6%
EVC price history and return analytics
+217.6%
-79.0%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.5% | -1.6% | -1.5% |
| 7D | +31.6% | -0.1% | +31.8% | +31.6% |
| 30D | +35.4% | -3.1% | +38.4% | +39.9% |
| 3M | -21.7% | -3.5% | -18.2% | -18.6% |
| 6M | +28.7% | +0.5% | +28.3% | +28.1% |
| YTD | +219.8% | +10.8% | +209.1% | +189.0% |
| 1Y | +226.1% | +11.9% | +214.2% | +191.3% |
| 3Y | +189.8% | +73.0% | +116.8% | +61.7% |
| 5Y | +43.9% | +58.6% | -14.7% | -11.1% |
| 10Y | +138.6% | +219.2% | -80.6% | -24.6% |
| All | +138.6% | +217.6% | -79.0% | -24.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling