+587.1%
EVR vs VOO
+315.3%
+271.7%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.5% | -2.2% | -2.0% |
| 7D | -0.3% | -0.4% | +0.1% | +0.3% |
| 30D | -3.1% | -1.4% | -1.7% | -1.1% |
| 3M | -19.1% | +3.7% | -22.8% | -22.9% |
| 6M | +1.3% | +13.0% | -11.7% | -14.1% |
| YTD | -14.7% | +12.4% | -27.1% | -26.8% |
| 1Y | -10.5% | +18.6% | -29.1% | -28.5% |
| 3Y | +114.2% | +78.1% | +36.2% | +3.3% |
| 5Y | +127.4% | +82.3% | +45.1% | +7.9% |
| 10Y | +587.1% | +322.5% | +264.5% | +6.0% |
| All | +587.1% | +315.3% | +271.7% | +6.0% |
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