-61.6%
EVCM vs VOO
+90.8%
-152.4%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.4% | -5.3% |
| 7D | -14.8% | -0.4% | -14.4% | -14.3% |
| 30D | -33.9% | -1.4% | -32.5% | -32.6% |
| 3M | -24.9% | +3.7% | -28.6% | -28.4% |
| 6M | -43.6% | +13.0% | -56.6% | -51.9% |
| YTD | -44.2% | +12.4% | -56.6% | -52.1% |
| 1Y | -41.2% | +18.6% | -59.8% | -53.2% |
| 3Y | -32.2% | +78.1% | -110.3% | -68.5% |
| 5Y | -64.7% | +82.3% | -147.0% | -83.5% |
| All | -61.6% | +90.8% | -152.4% | -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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling