+200.4%
EVV price history and return analytics
+360.7%
-160.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.1% | -1.1% | -0.6% |
| 7D | -0.7% | -0.7% | 0.0% | -0.4% |
| 30D | +3.2% | -1.7% | +4.9% | +4.0% |
| 3M | -4.2% | -2.3% | -1.9% | -3.2% |
| 6M | -3.9% | +1.5% | -5.5% | -4.9% |
| YTD | -6.1% | +12.0% | -18.2% | -11.6% |
| 1Y | -6.6% | +12.9% | -19.5% | -12.5% |
| 3Y | +26.9% | +74.9% | -48.0% | -5.2% |
| 5Y | +6.0% | +59.9% | -53.9% | -18.0% |
| 10Y | +61.9% | +224.6% | -162.7% | -13.8% |
| All | +200.4% | +360.7% | -160.3% | +27.5% |
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