+15.1%
EVF vs VOO
+82.3%
-67.2%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.2% |
| 7D | 0.0% | +0.5% | -0.5% | -0.2% |
| 30D | -0.2% | -0.9% | +0.8% | +0.1% |
| 3M | +1.1% | +3.9% | -2.8% | -0.3% |
| 6M | +2.4% | +14.5% | -12.1% | -2.5% |
| YTD | -1.0% | +13.0% | -13.9% | -5.3% |
| 1Y | -3.4% | +19.4% | -22.8% | -9.5% |
| 3Y | +13.7% | +78.9% | -65.1% | -8.5% |
| 5Y | +15.1% | +82.3% | -67.2% | -8.3% |
| All | +15.1% | +82.3% | -67.2% | -8.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling