+80.1%
EVC vs VOO
+315.9%
-235.8%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | +4.3% | +0.1% | +4.2% | +4.2% |
| 30D | -27.4% | +0.1% | -27.5% | -27.3% |
| 3M | -6.7% | +2.0% | -8.7% | -8.4% |
| 6M | +177.7% | +13.0% | +164.7% | +148.9% |
| YTD | +193.8% | +13.6% | +180.2% | +162.2% |
| 1Y | +255.3% | +20.1% | +235.3% | +201.0% |
| 3Y | +182.0% | +77.6% | +104.4% | +63.4% |
| 5Y | +51.4% | +82.4% | -31.1% | -13.6% |
| All | +80.1% | +315.9% | -235.8% | -54.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling