-99.4%
EVTL price history and return analytics
+125.9%
-225.3%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -0.6% |
| 7D | -1.7% | +1.0% | -2.7% | -3.1% |
| 30D | -56.6% | -0.2% | -56.4% | -56.3% |
| 3M | -72.8% | +4.5% | -77.4% | -74.2% |
| 6M | -85.3% | +14.1% | -99.3% | -87.3% |
| YTD | -88.9% | +14.8% | -103.7% | -90.5% |
| 1Y | -87.1% | +21.2% | -108.3% | -89.5% |
| 3Y | -96.6% | +76.6% | -173.1% | -97.9% |
| 5Y | -99.4% | +66.6% | -166.0% | -99.7% |
| All | -99.4% | +125.9% | -225.3% | -99.6% |
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