+2,619.6%
EVI vs VOO
+807.8%
+1,811.8%
-83.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.5% | +5.3% | +5.2% |
| 7D | +16.5% | -0.4% | +16.9% | +16.7% |
| 30D | +8.1% | -1.4% | +9.5% | +9.0% |
| 3M | -11.3% | +3.7% | -15.0% | -13.4% |
| 6M | -18.6% | +13.0% | -31.6% | -24.5% |
| YTD | -38.2% | +12.4% | -50.7% | -42.5% |
| 1Y | -44.9% | +18.6% | -63.5% | -50.2% |
| 3Y | -42.4% | +78.1% | -120.4% | -57.8% |
| 5Y | -35.8% | +82.3% | -118.0% | -53.7% |
| 10Y | +149.4% | +322.5% | -173.1% | +38.2% |
| All | +2,619.6% | +807.8% | +1,811.8% | +1,397.9% |
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