+160.6%
EVI vs VOO
+325.3%
-164.7%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.8% | +2.1% | +2.2% |
| 7D | +16.4% | -0.8% | +17.2% | +17.1% |
| 30D | -0.7% | -1.1% | +0.4% | +0.2% |
| 3M | -7.2% | +3.9% | -11.1% | -10.3% |
| 6M | -16.3% | +13.6% | -29.9% | -24.9% |
| YTD | -35.5% | +12.7% | -48.2% | -41.7% |
| 1Y | -43.1% | +17.6% | -60.7% | -50.3% |
| 3Y | -40.2% | +77.3% | -117.5% | -61.6% |
| 5Y | -33.4% | +84.1% | -117.5% | -58.6% |
| All | +160.6% | +325.3% | -164.7% | +28.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling