-52.9%
EVI vs VOO
+21.4%
-74.3%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.0% | -1.3% | -1.3% |
| 7D | -11.4% | +0.3% | -11.6% | -11.6% |
| 30D | -8.0% | +0.2% | -8.3% | -8.2% |
| 3M | -24.4% | +2.8% | -27.2% | -26.2% |
| 6M | -34.0% | +14.3% | -48.3% | -42.9% |
| YTD | -47.1% | +14.0% | -61.1% | -54.1% |
| All | -52.9% | +21.4% | -74.3% | -69.3% |
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 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