+155.1%
EVC vs VOO
+314.4%
-159.3%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.3% | +8.2% | +8.2% |
| 7D | +37.0% | -0.9% | +37.9% | +38.0% |
| 30D | +53.1% | -2.3% | +55.5% | +56.7% |
| 3M | +8.7% | -1.2% | +9.9% | +9.8% |
| 6M | +13.7% | +3.3% | +10.4% | +10.3% |
| YTD | +250.0% | +12.3% | +237.7% | +215.5% |
| 1Y | +246.2% | +12.5% | +233.7% | +211.4% |
| 3Y | +217.1% | +79.2% | +137.9% | +81.8% |
| 5Y | +55.8% | +75.7% | -19.9% | -8.2% |
| 10Y | +155.1% | +313.7% | -158.5% | -35.7% |
| All | +155.1% | +314.4% | -159.3% | -35.7% |
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