+111.0%
EVR vs VOO
+75.1%
+35.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.3% | -0.2% | -0.8% |
| 7D | -4.2% | -0.9% | -3.3% | -2.7% |
| 30D | +9.5% | -2.3% | +11.8% | +13.6% |
| 3M | -1.3% | -1.2% | -0.2% | +0.7% |
| 6M | -10.6% | +3.3% | -14.0% | -14.4% |
| YTD | -11.7% | +12.3% | -24.0% | -24.8% |
| 1Y | -3.4% | +12.5% | -15.9% | -17.8% |
| 3Y | +123.9% | +79.2% | +44.7% | +5.0% |
| 5Y | +111.0% | +75.7% | +35.3% | +4.4% |
| All | +111.0% | +75.1% | +35.8% | +4.4% |
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