-77.6%
EVH vs VOO
+343.0%
-420.6%
-94.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.8% | -1.6% |
| 7D | -1.4% | +0.5% | -1.9% | -2.1% |
| 30D | +6.8% | -0.9% | +7.8% | +8.1% |
| 3M | -9.4% | +3.9% | -13.3% | -13.6% |
| 6M | +33.1% | +14.5% | +18.6% | +12.3% |
| YTD | +5.5% | +13.0% | -7.5% | -9.5% |
| 1Y | -56.4% | +19.4% | -75.8% | -65.2% |
| 3Y | -83.5% | +78.9% | -162.3% | -92.4% |
| 5Y | -83.5% | +82.3% | -165.8% | -92.6% |
| 10Y | -81.8% | +314.2% | -396.0% | -96.9% |
| All | -77.6% | +343.0% | -420.6% | -96.5% |
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