+49.7%
EVC vs VOO
+74.6%
-24.9%
-82.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -0.3% | -5.1% | -5.0% |
| 7D | +25.7% | +3.3% | +22.5% | +21.4% |
| 30D | +45.1% | -2.7% | +47.8% | +49.7% |
| 3M | +5.2% | -1.7% | +6.9% | +7.2% |
| 6M | +17.6% | +3.1% | +14.5% | +13.4% |
| YTD | +231.1% | +11.9% | +219.1% | +193.4% |
| 1Y | +237.5% | +12.1% | +225.5% | +198.5% |
| 3Y | +199.9% | +78.6% | +121.4% | +48.2% |
| 5Y | +49.7% | +73.8% | -24.1% | -24.2% |
| All | +49.7% | +74.6% | -24.9% | -24.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling