+87.3%
EVLU vs VOO
+42.5%
+44.8%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.3% | +0.4% |
| 7D | -2.3% | -0.8% | -1.5% | -1.6% |
| 30D | +2.2% | -1.1% | +3.3% | +3.2% |
| 3M | +2.1% | +3.9% | -1.8% | -1.0% |
| 6M | +23.8% | +13.6% | +10.1% | +12.4% |
| YTD | +33.1% | +12.7% | +20.4% | +21.5% |
| 1Y | +48.4% | +17.6% | +30.8% | +31.8% |
| All | +87.3% | +42.5% | +44.8% | +47.4% |
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 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