+135.0%
EVC price history and return analytics
+69.4%
+65.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -4.1% | +7.1% | +8.0% |
| 7D | +19.6% | -4.2% | +23.8% | +25.7% |
| 30D | +11.9% | -5.8% | +17.7% | +20.2% |
| 3M | -34.9% | -5.2% | -29.7% | -30.6% |
| 6M | +90.6% | +0.1% | +90.5% | +92.0% |
| YTD | +163.3% | +8.2% | +155.1% | +146.2% |
| 1Y | +175.0% | +10.1% | +164.9% | +152.5% |
| All | +135.0% | +69.4% | +65.6% | +13.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling