+5.8%
EVF vs VOO
+78.8%
-72.9%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.5% |
| 7D | -0.2% | -0.6% | +0.4% | -0.1% |
| 30D | +0.9% | -3.6% | +4.5% | +2.0% |
| 3M | -2.1% | -2.7% | +0.7% | -1.3% |
| 6M | +0.6% | +2.2% | -1.6% | -0.3% |
| YTD | -1.7% | +10.9% | -12.6% | -5.3% |
| 1Y | -2.8% | +11.3% | -14.2% | -6.6% |
| 3Y | +5.8% | +76.9% | -71.1% | -2.6% |
| All | +5.8% | +78.8% | -72.9% | -2.6% |
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 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