+587.1%
EVR price history and return analytics
+222.7%
+364.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -1.7% |
| 7D | -0.3% | -0.1% | -0.1% | 0.0% |
| 30D | -3.1% | -0.7% | -2.4% | -2.0% |
| 3M | -19.1% | +4.0% | -23.1% | -23.5% |
| 6M | +1.3% | +12.3% | -11.0% | -14.5% |
| YTD | -14.7% | +14.0% | -28.7% | -29.3% |
| 1Y | -10.5% | +20.3% | -30.8% | -31.3% |
| 3Y | +114.2% | +75.4% | +38.8% | -1.0% |
| 5Y | +127.4% | +66.0% | +61.4% | +16.2% |
| 10Y | +587.1% | +228.2% | +358.9% | +45.3% |
| All | +587.1% | +222.7% | +364.4% | +45.3% |
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