+134.4%
EVR vs VOO
+82.3%
+52.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.2% | +0.1% |
| 7D | +3.3% | +0.5% | +2.8% | +2.5% |
| 30D | -3.1% | -0.9% | -2.1% | -1.6% |
| 3M | -12.8% | +3.9% | -16.7% | -17.4% |
| 6M | +2.9% | +14.5% | -11.7% | -15.5% |
| YTD | -12.4% | +13.0% | -25.3% | -26.1% |
| 1Y | -7.8% | +19.4% | -27.3% | -28.2% |
| 3Y | +120.0% | +78.9% | +41.1% | +3.3% |
| 5Y | +134.4% | +82.3% | +52.2% | +10.7% |
| All | +134.4% | +82.3% | +52.1% | +10.7% |
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