-99.6%
EVTL price history and return analytics
+118.6%
-218.2%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.3% | -6.1% | -5.9% |
| 7D | -12.8% | +2.4% | -15.2% | -16.0% |
| 30D | -2.5% | -1.5% | -1.0% | -0.6% |
| 3M | -57.9% | -4.1% | -53.8% | -55.1% |
| 6M | -86.3% | +0.6% | -86.9% | -86.2% |
| YTD | -93.4% | +11.0% | -104.4% | -94.0% |
| 1Y | -91.4% | +13.3% | -104.7% | -92.4% |
| 3Y | -95.5% | +73.4% | -168.9% | -97.2% |
| 5Y | -99.6% | +57.4% | -157.1% | -99.8% |
| All | -99.6% | +118.6% | -218.2% | -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