+94.3%
EVTC price history and return analytics
+222.7%
-128.4%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.6% | +3.1% | +3.1% |
| 7D | -1.0% | -0.1% | -0.8% | -0.8% |
| 30D | +0.3% | -0.7% | +1.0% | +1.1% |
| 3M | +27.9% | +4.0% | +23.9% | +22.7% |
| 6M | +5.1% | +12.3% | -7.1% | -7.1% |
| YTD | +2.8% | +14.0% | -11.3% | -10.8% |
| 1Y | -12.4% | +20.3% | -32.7% | -28.2% |
| 3Y | -19.8% | +75.4% | -95.3% | -56.2% |
| 5Y | -33.2% | +66.0% | -99.1% | -61.3% |
| 10Y | +94.3% | +228.2% | -133.9% | -50.1% |
| All | +94.3% | +222.7% | -128.4% | -50.1% |
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