-84.5%
EVO price history and return analytics
+74.2%
-158.7%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | +0.3% |
| 7D | -4.7% | -0.1% | -4.6% | -4.6% |
| 30D | -13.0% | -0.7% | -12.3% | -12.1% |
| 3M | -34.2% | +4.0% | -38.2% | -37.5% |
| 6M | -40.3% | +12.3% | -52.6% | -48.6% |
| YTD | -41.2% | +14.0% | -55.3% | -50.2% |
| 1Y | -47.4% | +20.3% | -67.7% | -58.3% |
| All | -84.5% | +74.2% | -158.7% | -93.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling