-37.0%
EVLV price history and return analytics
+23.4%
-60.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.6% | -3.7% |
| 7D | -6.6% | +0.1% | -6.7% | -6.7% |
| 30D | -17.2% | +0.8% | -18.0% | -17.9% |
| 3M | -22.5% | +2.8% | -25.2% | -24.7% |
| 6M | -6.0% | +13.0% | -19.0% | -18.6% |
| YTD | -30.6% | +15.4% | -45.9% | -41.3% |
| All | -37.0% | +23.4% | -60.4% | -48.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling