-35.3%
EVI vs VOO
+80.3%
-115.6%
-78.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.6% | +2.1% | +2.0% |
| 7D | +18.6% | -2.0% | +20.6% | +20.5% |
| 30D | +6.1% | -1.7% | +7.8% | +7.6% |
| 3M | -11.4% | +4.7% | -16.2% | -15.0% |
| 6M | -18.0% | +12.6% | -30.5% | -26.1% |
| YTD | -37.3% | +11.8% | -49.1% | -43.1% |
| 1Y | -43.6% | +17.5% | -61.1% | -50.8% |
| 3Y | -41.5% | +77.0% | -118.5% | -61.2% |
| 5Y | -35.3% | +82.6% | -117.8% | -56.0% |
| All | -35.3% | +80.3% | -115.6% | -56.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling