+876.4%
EVC vs VOO
+817.1%
+59.3%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.6% |
| 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% | -9.0% |
| 6M | +177.7% | +13.0% | +164.7% | +139.5% |
| YTD | +193.8% | +13.6% | +180.2% | +151.9% |
| 1Y | +255.3% | +20.1% | +235.3% | +183.7% |
| 3Y | +182.0% | +77.6% | +104.4% | +32.8% |
| 5Y | +51.4% | +82.4% | -31.1% | -30.3% |
| 10Y | +78.5% | +316.8% | -238.3% | -80.1% |
| All | +876.4% | +817.1% | +59.3% | -84.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling