+155.7%
EVC price history and return analytics
+223.7%
-68.0%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | +0.6% |
| 7D | +44.2% | +0.4% | +43.8% | +43.3% |
| 30D | +38.2% | -2.6% | +40.8% | +42.1% |
| 3M | -21.8% | -3.2% | -18.6% | -19.1% |
| 6M | +31.4% | +0.9% | +30.5% | +30.0% |
| YTD | +226.5% | +11.3% | +215.2% | +193.4% |
| 1Y | +237.5% | +14.0% | +223.5% | +195.6% |
| 3Y | +212.4% | +75.8% | +136.6% | +71.4% |
| 5Y | +43.2% | +57.8% | -14.7% | -11.2% |
| 10Y | +155.7% | +219.8% | -64.1% | -16.8% |
| All | +155.7% | +223.7% | -68.0% | -16.8% |
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