-99.6%
EVTL price history and return analytics
+119.1%
-218.7%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +2.6% | -8.8% | -9.9% |
| 7D | -4.3% | +0.4% | -4.6% | -5.3% |
| 30D | -27.2% | -2.6% | -24.6% | -24.4% |
| 3M | -72.1% | -3.2% | -68.8% | -70.6% |
| 6M | -86.5% | +0.9% | -87.4% | -86.4% |
| YTD | -92.9% | +11.3% | -104.2% | -93.6% |
| 1Y | -91.3% | +14.0% | -105.3% | -92.4% |
| 3Y | -95.6% | +75.8% | -171.4% | -97.3% |
| 5Y | -99.6% | +57.8% | -157.5% | -99.8% |
| All | -99.6% | +119.1% | -218.7% | -99.8% |
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