+4.4%
EVIM vs VOO
+38.3%
-33.8%
-4.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.1% | -0.3% |
| 7D | -0.5% | -0.4% | -0.2% | -0.5% |
| 30D | -1.7% | -1.4% | -0.3% | -1.6% |
| 3M | -2.0% | +3.7% | -5.7% | -2.1% |
| 6M | -2.0% | +13.0% | -15.0% | -2.3% |
| YTD | -0.6% | +12.4% | -13.0% | -0.9% |
| 1Y | +2.3% | +18.6% | -16.3% | +1.9% |
| All | +4.4% | +38.3% | -33.8% | +4.4% |
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