-41.2%
EVCM vs VOO
+18.9%
-60.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.4% | -5.4% |
| 7D | -14.8% | -0.4% | -14.4% | -14.4% |
| 30D | -33.9% | -1.4% | -32.5% | -33.0% |
| 3M | -24.9% | +3.7% | -28.6% | -27.0% |
| 6M | -43.6% | +13.0% | -56.6% | -48.9% |
| YTD | -44.2% | +12.4% | -56.6% | -49.0% |
| 1Y | -41.2% | +18.6% | -59.8% | -52.4% |
| All | -41.2% | +18.9% | -60.1% | -52.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling