+151.3%
EVC vs VOO
+309.9%
-158.6%
-83.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.9% | +0.3% | +19.6% | +19.6% |
| 7D | +47.6% | -2.7% | +50.3% | +51.3% |
| 30D | +32.6% | -5.4% | +38.0% | +39.7% |
| 3M | -20.7% | -4.1% | -16.7% | -17.6% |
| 6M | +18.3% | +0.7% | +17.5% | +17.5% |
| YTD | +215.6% | +8.7% | +206.9% | +193.3% |
| 1Y | +224.0% | +11.0% | +213.0% | +195.2% |
| 3Y | +181.7% | +75.5% | +106.2% | +64.7% |
| 5Y | +33.1% | +68.4% | -35.2% | -18.4% |
| All | +151.3% | +309.9% | -158.6% | -37.4% |
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