-48.9%
EVLV vs VOO
+150.5%
-199.4%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.6% | +1.4% | +1.6% |
| 7D | 0.0% | -2.0% | +2.0% | +2.8% |
| 30D | -17.6% | -1.7% | -15.9% | -15.6% |
| 3M | -14.9% | +4.7% | -19.6% | -20.0% |
| 6M | -5.3% | +12.6% | -17.9% | -19.3% |
| YTD | -30.6% | +11.8% | -42.3% | -40.2% |
| 1Y | -37.6% | +17.5% | -55.1% | -49.9% |
| 3Y | -27.0% | +77.0% | -104.0% | -64.8% |
| 5Y | -21.4% | +82.6% | -103.9% | -64.0% |
| All | -48.9% | +150.5% | -199.4% | -77.2% |
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