-68.5%
EVMN vs VOO
+9.6%
-78.1%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -4.4% | +9.8% | +9.2% |
| 7D | -6.5% | -4.7% | -1.7% | -2.8% |
| 30D | -3.6% | -5.9% | +2.3% | +1.6% |
| 3M | -51.1% | -4.5% | -46.6% | -49.1% |
| 6M | -73.6% | +1.9% | -75.5% | -74.7% |
| YTD | -62.8% | +8.4% | -71.2% | -68.7% |
| All | -68.5% | +9.6% | -78.1% | -74.1% |
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