+111.3%
EVG vs VOO
+812.0%
-700.7%
-32.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | -1.1% | +0.5% | -1.7% | -1.3% |
| 30D | +0.2% | -0.9% | +1.1% | +0.5% |
| 3M | +1.2% | +3.9% | -2.7% | 0.0% |
| 6M | +2.7% | +14.5% | -11.8% | -1.5% |
| YTD | +2.2% | +13.0% | -10.8% | -1.7% |
| 1Y | +0.6% | +19.4% | -18.8% | -4.9% |
| 3Y | +34.6% | +78.9% | -44.2% | +11.7% |
| 5Y | +20.9% | +82.3% | -61.4% | -1.1% |
| 10Y | +73.5% | +314.2% | -240.7% | +9.8% |
| All | +111.3% | +812.0% | -700.7% | +7.8% |
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