+4,197.6%
EVR price history and return analytics
+346.0%
+3,851.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.2% |
| 7D | -2.0% | -2.3% | +0.3% | +1.0% |
| 30D | +6.5% | -5.0% | +11.5% | +13.5% |
| 3M | -8.0% | -4.9% | -3.1% | -2.0% |
| 6M | -14.1% | -1.5% | -12.6% | -12.0% |
| YTD | -15.7% | +8.5% | -24.1% | -22.7% |
| 1Y | -5.0% | +11.4% | -16.4% | -15.5% |
| 3Y | +113.1% | +70.1% | +43.1% | +19.6% |
| 5Y | +105.7% | +53.7% | +51.9% | +32.7% |
| 10Y | +538.5% | +220.0% | +318.6% | +96.7% |
| All | +4,197.6% | +346.0% | +3,851.6% | +1,180.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling