-73.8%
EVEX vs VOO
+77.4%
-151.2%
-76.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.8% | -0.4% | -1.1% |
| 7D | -5.0% | -0.8% | -4.2% | -3.6% |
| 30D | -22.4% | -1.1% | -21.4% | -20.7% |
| 3M | -22.1% | +3.9% | -26.0% | -26.3% |
| 6M | -29.0% | +13.6% | -42.6% | -41.3% |
| YTD | -47.1% | +12.7% | -59.8% | -55.5% |
| 1Y | -45.8% | +17.6% | -63.3% | -57.0% |
| 3Y | -73.8% | +77.3% | -151.1% | -85.7% |
| All | -73.8% | +77.4% | -151.2% | -85.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling