-49.1%
EVLV price history and return analytics
+125.0%
-174.1%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.9% | -1.3% | -1.7% |
| 7D | -1.0% | -1.1% | +0.1% | +0.6% |
| 30D | -13.5% | -1.0% | -12.5% | -12.2% |
| 3M | -19.4% | +3.2% | -22.5% | -23.1% |
| 6M | -13.9% | +12.5% | -26.4% | -27.7% |
| YTD | -30.9% | +14.1% | -44.9% | -43.1% |
| 1Y | -38.0% | +18.9% | -56.9% | -52.1% |
| 3Y | -27.2% | +74.1% | -101.3% | -66.1% |
| 5Y | -21.7% | +66.9% | -88.5% | -64.0% |
| All | -49.1% | +125.0% | -174.1% | -77.0% |
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