-99.5%
EVGN vs VOO
+751.5%
-851.0%
-99.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.6% | -3.4% | -3.6% |
| 7D | -12.7% | -2.0% | -10.7% | -11.5% |
| 30D | -31.4% | -1.7% | -29.8% | -30.6% |
| 3M | -18.6% | +4.7% | -23.4% | -20.6% |
| 6M | -39.2% | +12.6% | -51.8% | -43.5% |
| YTD | -56.4% | +11.8% | -68.1% | -59.2% |
| 1Y | -62.5% | +17.5% | -80.0% | -66.0% |
| 3Y | -93.5% | +77.0% | -170.5% | -95.5% |
| 5Y | -98.5% | +82.6% | -181.0% | -98.9% |
| 10Y | -99.3% | +320.0% | -419.3% | -99.6% |
| All | -99.5% | +751.5% | -851.0% | -99.7% |
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 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