-80.8%
ENVX vs VOO
+82.8%
-163.6%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -3.4% |
| 7D | -6.6% | -0.8% | -5.9% | -4.9% |
| 30D | -34.5% | -1.1% | -33.4% | -32.3% |
| 3M | -53.7% | +3.9% | -57.6% | -56.9% |
| 6M | -38.1% | +13.6% | -51.8% | -52.7% |
| YTD | -57.6% | +12.7% | -70.3% | -66.3% |
| 1Y | -61.3% | +17.6% | -78.8% | -71.4% |
| 3Y | -79.3% | +77.3% | -156.6% | -93.3% |
| All | -80.8% | +82.8% | -163.6% | -93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VOO.
Daily Out/Under-Performance
Portfolio return minus VOO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VOO 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 5y: compounded portfolio wealth divided by compounded VOO 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…
5y analysis · Full analysis span regression · 6 months rolling