+948.9%
EVC vs VOO
+777.9%
+171.1%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +19.9% | +0.3% | +19.6% | +19.5% |
| 7D | +47.6% | -2.7% | +50.3% | +52.4% |
| 30D | +32.6% | -5.4% | +38.0% | +41.9% |
| 3M | -20.7% | -4.1% | -16.7% | -16.6% |
| 6M | +18.3% | +0.7% | +17.5% | +17.0% |
| YTD | +215.6% | +8.7% | +206.9% | +184.9% |
| 1Y | +224.0% | +11.0% | +213.0% | +184.7% |
| 3Y | +181.7% | +75.5% | +106.2% | +33.5% |
| 5Y | +33.1% | +68.4% | -35.2% | -32.3% |
| 10Y | +149.2% | +315.7% | -166.5% | -73.1% |
| All | +948.9% | +777.9% | +171.1% | -82.4% |
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 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