-75.8%
EVEX vs VOO
+99.0%
-174.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -1.6% |
| 7D | -7.1% | -2.0% | -5.1% | -4.8% |
| 30D | -26.3% | -1.7% | -24.7% | -24.7% |
| 3M | -18.3% | +4.7% | -23.0% | -21.7% |
| 6M | -29.8% | +12.6% | -42.3% | -37.1% |
| YTD | -47.4% | +11.8% | -59.1% | -52.3% |
| 1Y | -42.9% | +17.5% | -60.5% | -50.5% |
| 3Y | -73.8% | +77.0% | -150.8% | -81.8% |
| All | -75.8% | +99.0% | -174.8% | -83.6% |
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