+72.0%
EVF vs VOO
+315.3%
-243.4%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.2% |
| 7D | -0.4% | -0.4% | 0.0% | -0.3% |
| 30D | -1.4% | -1.4% | 0.0% | -0.8% |
| 3M | +0.7% | +3.7% | -3.0% | -0.9% |
| 6M | +3.2% | +13.0% | -9.8% | -2.2% |
| YTD | -1.0% | +12.4% | -13.4% | -6.0% |
| 1Y | -3.2% | +18.6% | -21.8% | -10.3% |
| 3Y | +13.7% | +78.1% | -64.3% | -12.6% |
| 5Y | +14.8% | +82.3% | -67.5% | -13.6% |
| 10Y | +72.0% | +322.5% | -250.6% | -9.3% |
| All | +72.0% | +315.3% | -243.4% | -9.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling