-55.0%
EVGN vs VOO
+20.9%
-75.9%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.4% | -1.4% | -1.2% |
| 7D | -1.8% | +0.1% | -1.9% | -1.9% |
| 30D | -14.3% | +0.1% | -14.3% | -14.4% |
| 3M | -11.5% | +2.0% | -13.5% | -13.8% |
| 6M | -35.7% | +13.0% | -48.7% | -45.2% |
| YTD | -50.9% | +13.6% | -64.5% | -58.4% |
| 1Y | -55.0% | +20.1% | -75.1% | -63.7% |
| All | -55.0% | +20.9% | -75.9% | -63.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling