+224.0%
EVC price history and return analytics
+10.5%
+213.5%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.9% | +0.2% | +19.6% | +19.5% |
| 7D | +47.6% | -2.3% | +49.9% | +52.4% |
| 30D | +32.6% | -5.0% | +37.6% | +44.1% |
| 3M | -20.7% | -4.9% | -15.8% | -14.0% |
| 6M | +18.3% | -1.5% | +19.8% | +19.2% |
| YTD | +215.6% | +8.5% | +207.2% | +199.5% |
| 1Y | +224.0% | +11.4% | +212.6% | +197.5% |
| All | +224.0% | +10.5% | +213.5% | +197.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling