+206.9%
EVC vs VOO
+79.1%
+127.8%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.1% | -5.1% |
| 7D | +25.7% | +3.3% | +22.5% | +22.0% |
| 30D | +45.1% | -2.7% | +47.8% | +49.0% |
| 3M | +5.2% | -1.7% | +6.9% | +6.9% |
| 6M | +17.6% | +3.1% | +14.5% | +14.1% |
| YTD | +231.1% | +11.9% | +219.1% | +202.5% |
| 1Y | +237.5% | +12.1% | +225.5% | +208.0% |
| All | +206.9% | +79.1% | +127.8% | +80.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling