+20.9%
EVG price history and return analytics
+66.2%
-45.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.5% | +0.3% | 0.0% |
| 7D | -1.1% | +1.0% | -2.1% | -1.4% |
| 30D | +0.2% | -0.2% | +0.4% | +0.3% |
| 3M | +1.2% | +4.5% | -3.3% | -0.2% |
| 6M | +2.7% | +14.1% | -11.3% | -1.4% |
| YTD | +2.2% | +14.8% | -12.6% | -2.3% |
| 1Y | +0.6% | +21.2% | -20.6% | -5.4% |
| 3Y | +34.6% | +76.6% | -41.9% | +12.0% |
| 5Y | +20.9% | +66.6% | -45.7% | +0.5% |
| All | +20.9% | +66.2% | -45.3% | +0.5% |
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