+11.8%
EVER vs VOO
+82.8%
-71.0%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.2% | +1.0% |
| 7D | -3.7% | -0.8% | -3.0% | -2.8% |
| 30D | -2.5% | -1.1% | -1.4% | -1.3% |
| 3M | +20.9% | +3.9% | +17.0% | +14.6% |
| 6M | +51.2% | +13.6% | +37.6% | +26.7% |
| YTD | -11.2% | +12.7% | -23.9% | -24.5% |
| 1Y | -3.0% | +17.6% | -20.6% | -22.1% |
| 3Y | +289.9% | +77.3% | +212.6% | +85.6% |
| All | +11.8% | +82.8% | -71.0% | -49.0% |
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