+88.9%
EVTC price history and return analytics
+284.8%
-195.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.6% |
| 7D | +6.4% | -2.3% | +8.7% | +8.9% |
| 30D | +15.8% | -5.0% | +20.8% | +21.7% |
| 3M | +8.4% | -4.9% | +13.3% | +13.9% |
| 6M | +19.6% | -1.5% | +21.1% | +21.1% |
| YTD | +16.0% | +8.5% | +7.5% | +6.1% |
| 1Y | +20.1% | +11.4% | +8.7% | +6.8% |
| 3Y | +1.5% | +70.1% | -68.6% | -41.7% |
| 5Y | -20.6% | +53.7% | -74.3% | -49.5% |
| 10Y | +151.3% | +220.0% | -68.6% | -23.5% |
| All | +88.9% | +284.8% | -195.9% | -50.5% |
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