+8.2%
EVER price history and return analytics
+63.7%
-55.4%
-74.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.4% | +1.7% |
| 7D | -7.2% | -2.0% | -5.2% | -4.7% |
| 30D | -6.4% | -1.4% | -5.0% | -4.7% |
| 3M | +18.5% | +4.7% | +13.8% | +10.4% |
| 6M | +48.4% | +11.4% | +37.0% | +25.5% |
| YTD | -13.0% | +13.1% | -26.1% | -28.0% |
| 1Y | +1.0% | +19.0% | -18.0% | -22.7% |
| 3Y | +288.9% | +73.9% | +215.0% | +73.1% |
| 5Y | +8.2% | +65.4% | -57.1% | -48.8% |
| All | +8.2% | +63.7% | -55.4% | -48.8% |
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 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