+11.1%
EVC price history and return analytics
+53.2%
-42.1%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -4.1% | +7.1% | +8.6% |
| 7D | +19.6% | -4.2% | +23.8% | +26.3% |
| 30D | +11.9% | -5.8% | +17.7% | +21.1% |
| 3M | -34.9% | -5.2% | -29.7% | -30.2% |
| 6M | +90.6% | +0.1% | +90.5% | +92.2% |
| YTD | +163.3% | +8.2% | +155.1% | +139.6% |
| 1Y | +175.0% | +10.1% | +164.9% | +144.4% |
| 3Y | +129.3% | +69.7% | +59.6% | +10.6% |
| 5Y | +11.1% | +53.4% | -42.3% | -38.5% |
| All | +11.1% | +53.2% | -42.1% | -38.5% |
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 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