+52.4%
EVLU vs VOO
+18.9%
+33.6%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.1% | +0.2% |
| 7D | -1.0% | -0.4% | -0.6% | -0.6% |
| 30D | +2.8% | -1.4% | +4.2% | +4.5% |
| 3M | +4.2% | +3.7% | +0.5% | -0.4% |
| 6M | +23.6% | +13.0% | +10.6% | +7.8% |
| YTD | +33.1% | +12.4% | +20.7% | +16.6% |
| 1Y | +52.4% | +18.6% | +33.8% | +27.6% |
| All | +52.4% | +18.9% | +33.6% | +27.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling