+22.1%
EVO vs VOO
+812.0%
-789.8%
-93.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -1.7% |
| 7D | +1.1% | +0.5% | +0.6% | +0.7% |
| 30D | -9.0% | -0.9% | -8.1% | -8.3% |
| 3M | -35.2% | +3.9% | -39.1% | -37.2% |
| 6M | -40.7% | +14.5% | -55.3% | -46.8% |
| YTD | -40.9% | +13.0% | -53.9% | -46.2% |
| 1Y | -47.9% | +19.4% | -67.3% | -54.6% |
| 3Y | -84.1% | +78.9% | -163.0% | -90.1% |
| 5Y | -92.7% | +82.3% | -175.0% | -95.5% |
| 10Y | -28.6% | +314.2% | -342.8% | -76.4% |
| All | +22.1% | +812.0% | -789.8% | -77.8% |
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 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