+7.6%
EVSM price history and return analytics
+50.1%
-42.4%
-1.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.5% | -0.3% |
| 7D | -0.6% | -2.0% | +1.4% | -0.6% |
| 30D | -0.7% | -1.4% | +0.7% | -0.7% |
| 3M | -0.5% | +4.7% | -5.2% | -0.5% |
| 6M | -0.2% | +11.4% | -11.6% | -0.4% |
| YTD | +0.6% | +13.1% | -12.4% | +0.5% |
| 1Y | +1.2% | +19.0% | -17.8% | +1.1% |
| All | +7.6% | +50.1% | -42.4% | +7.0% |
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