+160.6%
EVI price history and return analytics
+229.8%
-69.2%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.9% | +2.0% | +2.1% |
| 7D | +16.4% | -1.1% | +17.5% | +17.5% |
| 30D | -0.7% | -1.0% | +0.3% | +0.2% |
| 3M | -7.2% | +3.2% | -10.4% | -10.0% |
| 6M | -16.3% | +12.5% | -28.8% | -25.2% |
| YTD | -35.5% | +14.1% | -49.5% | -43.1% |
| 1Y | -43.1% | +18.9% | -62.0% | -51.6% |
| 3Y | -40.2% | +74.1% | -114.3% | -62.7% |
| 5Y | -33.4% | +66.9% | -100.2% | -56.9% |
| All | +160.6% | +229.8% | -69.2% | +43.5% |
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 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