+753.4%
EVRG price history and return analytics
+356.5%
+396.9%
-38.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.3% | +0.9% | +0.7% |
| 7D | +1.4% | +2.4% | -0.9% | 0.0% |
| 30D | +7.4% | -1.5% | +8.9% | +8.1% |
| 3M | +7.2% | -4.1% | +11.3% | +9.6% |
| 6M | +9.5% | +0.6% | +8.9% | +8.4% |
| YTD | +25.6% | +11.0% | +14.5% | +16.8% |
| 1Y | +20.4% | +13.3% | +7.0% | +10.5% |
| 3Y | +108.8% | +73.4% | +35.4% | +46.1% |
| 5Y | +68.0% | +57.4% | +10.5% | +23.2% |
| 10Y | +124.6% | +221.7% | -97.1% | +4.2% |
| All | +753.4% | +356.5% | +396.9% | +171.0% |
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 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