+72.0%
EVF price history and return analytics
+222.7%
-150.7%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | -0.4% | -0.1% | -0.3% | -0.3% |
| 30D | -1.4% | -0.7% | -0.7% | -1.1% |
| 3M | +0.7% | +4.0% | -3.3% | -1.2% |
| 6M | +3.2% | +12.3% | -9.1% | -2.5% |
| YTD | -1.0% | +14.0% | -15.0% | -7.2% |
| 1Y | -3.2% | +20.3% | -23.5% | -11.7% |
| 3Y | +13.7% | +75.4% | -61.7% | -14.1% |
| 5Y | +14.8% | +66.0% | -51.2% | -11.7% |
| 10Y | +72.0% | +228.2% | -156.2% | -4.6% |
| All | +72.0% | +222.7% | -150.7% | -4.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling