+121.7%
EVTC price history and return analytics
+224.4%
-102.6%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.1% | -2.8% | -2.8% |
| 7D | -6.1% | -0.7% | -5.4% | -5.6% |
| 30D | +9.5% | -1.7% | +11.3% | +11.3% |
| 3M | +10.5% | -2.3% | +12.8% | +13.0% |
| 6M | +41.9% | +1.5% | +40.4% | +39.0% |
| YTD | +12.7% | +12.0% | +0.7% | -0.6% |
| 1Y | +14.4% | +12.9% | +1.5% | 0.0% |
| 3Y | +0.5% | +74.9% | -74.4% | -45.1% |
| 5Y | -23.3% | +59.9% | -83.2% | -53.9% |
| 10Y | +121.7% | +224.6% | -102.9% | -44.9% |
| All | +121.7% | +224.4% | -102.6% | -44.9% |
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