+67.5%
EVF price history and return analytics
+223.7%
-156.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.6% | -2.0% | -0.6% |
| 7D | +0.2% | +0.4% | -0.2% | 0.0% |
| 30D | +1.5% | -2.6% | +4.1% | +2.6% |
| 3M | -0.3% | -3.2% | +3.0% | +1.1% |
| 6M | +1.3% | +0.9% | +0.3% | +0.5% |
| YTD | -1.1% | +11.3% | -12.4% | -6.4% |
| 1Y | -2.1% | +14.0% | -16.1% | -8.4% |
| 3Y | +7.0% | +75.8% | -68.9% | -19.6% |
| 5Y | +10.2% | +57.8% | -47.6% | -13.2% |
| 10Y | +67.5% | +219.8% | -152.3% | -5.1% |
| All | +67.5% | +223.7% | -156.1% | -5.1% |
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 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