-93.2%
EVO vs VOO
+80.3%
-173.6%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.5% |
| 7D | -6.8% | -2.0% | -4.9% | -4.6% |
| 30D | -15.7% | -1.7% | -14.1% | -14.0% |
| 3M | -32.2% | +4.7% | -36.9% | -35.8% |
| 6M | -33.7% | +12.6% | -46.3% | -41.9% |
| YTD | -42.5% | +11.8% | -54.3% | -49.1% |
| 1Y | -48.1% | +17.5% | -65.6% | -56.5% |
| 3Y | -84.6% | +77.0% | -161.5% | -92.3% |
| 5Y | -93.2% | +82.6% | -175.8% | -96.8% |
| All | -93.2% | +80.3% | -173.6% | -96.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling