-75.3%
ENVX vs VOO
+124.4%
-199.7%
-91.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -3.3% |
| 7D | -6.6% | -0.8% | -5.9% | -4.9% |
| 30D | -34.5% | -1.1% | -33.4% | -32.4% |
| 3M | -53.7% | +3.9% | -57.6% | -56.8% |
| 6M | -38.1% | +13.6% | -51.8% | -52.5% |
| YTD | -57.6% | +12.7% | -70.3% | -66.2% |
| 1Y | -61.3% | +17.6% | -78.8% | -71.3% |
| 3Y | -79.3% | +77.3% | -156.6% | -93.1% |
| 5Y | -81.1% | +84.1% | -165.3% | -93.4% |
| All | -75.3% | +124.4% | -199.7% | -94.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling