-29.3%
EVO vs VOO
+325.3%
-354.6%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -3.0% |
| 7D | -7.0% | -0.8% | -6.2% | -6.4% |
| 30D | -21.0% | -1.1% | -19.9% | -20.3% |
| 3M | -36.4% | +3.9% | -40.3% | -38.4% |
| 6M | -30.8% | +13.6% | -44.4% | -37.6% |
| YTD | -43.8% | +12.7% | -56.5% | -48.9% |
| 1Y | -50.3% | +17.6% | -67.9% | -56.3% |
| 3Y | -85.2% | +77.3% | -162.5% | -90.7% |
| 5Y | -93.4% | +84.1% | -177.5% | -96.0% |
| All | -29.3% | +325.3% | -354.6% | -74.2% |
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 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