+88.4%
EVTC price history and return analytics
+294.8%
-206.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | -2.9% |
| 7D | +2.2% | +0.4% | +1.9% | +1.8% |
| 30D | +12.9% | -2.6% | +15.5% | +15.6% |
| 3M | +12.1% | -3.2% | +15.3% | +15.7% |
| 6M | +39.8% | +0.9% | +38.9% | +37.9% |
| YTD | +15.6% | +11.3% | +4.3% | +3.0% |
| 1Y | +23.2% | +14.0% | +9.2% | +7.0% |
| 3Y | +3.7% | +75.8% | -72.2% | -42.5% |
| 5Y | -21.6% | +57.8% | -79.4% | -51.5% |
| 10Y | +138.9% | +219.8% | -80.9% | -27.5% |
| All | +88.4% | +294.8% | -206.4% | -51.9% |
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 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