+38.4%
EVER price history and return analytics
+161.3%
-122.9%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.5% | +0.6% | +0.7% |
| 7D | +0.4% | +1.0% | -0.6% | -0.8% |
| 30D | -3.0% | -0.2% | -2.8% | -2.8% |
| 3M | +29.2% | +4.5% | +24.7% | +21.2% |
| 6M | +48.0% | +14.1% | +34.0% | +23.1% |
| YTD | -7.6% | +14.8% | -22.4% | -23.7% |
| 1Y | +5.1% | +21.2% | -16.1% | -19.3% |
| 3Y | +312.9% | +76.6% | +236.3% | +99.5% |
| 5Y | +18.3% | +66.6% | -48.3% | -37.6% |
| All | +38.4% | +161.3% | -122.9% | -56.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling