+174.2%
EVF price history and return analytics
+360.7%
-186.4%
-54.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.3% |
| 7D | -0.2% | -0.7% | +0.5% | 0.0% |
| 30D | +0.7% | -1.7% | +2.4% | +1.3% |
| 3M | -1.7% | -2.3% | +0.6% | -0.8% |
| 6M | +1.2% | +1.5% | -0.3% | +0.4% |
| YTD | -1.5% | +12.0% | -13.5% | -6.4% |
| 1Y | -2.6% | +12.9% | -15.5% | -7.8% |
| 3Y | +6.1% | +74.9% | -68.9% | -16.7% |
| 5Y | +10.2% | +59.9% | -49.7% | -10.9% |
| 10Y | +63.0% | +224.6% | -161.7% | -2.3% |
| All | +174.2% | +360.7% | -186.4% | +39.4% |
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