-95.5%
EVTL price history and return analytics
+74.0%
-169.6%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.3% | -6.1% | -5.6% |
| 7D | -12.8% | +2.4% | -15.2% | -18.4% |
| 30D | -2.5% | -1.5% | -1.0% | +0.5% |
| 3M | -57.9% | -4.1% | -53.8% | -53.2% |
| 6M | -86.3% | +0.6% | -86.9% | -86.3% |
| YTD | -93.4% | +11.0% | -104.4% | -94.7% |
| 1Y | -91.4% | +13.3% | -104.7% | -93.4% |
| 3Y | -95.5% | +73.4% | -168.9% | -98.4% |
| All | -95.5% | +74.0% | -169.6% | -98.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling