+29.6%
EVER vs VOO
+221.5%
-191.9%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.3% | -0.5% | -5.9% | -5.8% |
| 7D | -8.4% | -0.4% | -8.0% | -8.0% |
| 30D | -8.6% | -1.4% | -7.2% | -7.1% |
| 3M | +20.5% | +3.7% | +16.8% | +14.8% |
| 6M | +43.8% | +13.0% | +30.8% | +23.3% |
| YTD | -13.5% | +12.4% | -25.9% | -25.1% |
| 1Y | -3.9% | +18.6% | -22.5% | -22.0% |
| 3Y | +286.8% | +78.1% | +208.7% | +99.3% |
| 5Y | +9.8% | +82.3% | -72.4% | -44.3% |
| All | +29.6% | +221.5% | -191.9% | -59.0% |
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 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