+29.7%
EVC price history and return analytics
+53.4%
-23.7%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.9% | +0.2% | +19.6% | +19.6% |
| 7D | +47.6% | -2.3% | +49.9% | +51.9% |
| 30D | +32.6% | -5.0% | +37.6% | +41.8% |
| 3M | -20.7% | -4.9% | -15.8% | -15.4% |
| 6M | +18.3% | -1.5% | +19.8% | +20.6% |
| YTD | +215.6% | +8.5% | +207.2% | +186.5% |
| 1Y | +224.0% | +11.4% | +212.6% | +184.0% |
| 3Y | +181.7% | +70.1% | +111.6% | +35.5% |
| All | +29.7% | +53.4% | -23.7% | -27.6% |
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 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