+1,386.1%
EVR vs VOO
+817.1%
+569.0%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.9% |
| 7D | +2.7% | +0.1% | +2.6% | +2.5% |
| 30D | -6.3% | +0.1% | -6.3% | -6.3% |
| 3M | -13.8% | +2.0% | -15.8% | -16.0% |
| 6M | -4.4% | +13.0% | -17.4% | -19.4% |
| YTD | -11.7% | +13.6% | -25.3% | -25.8% |
| 1Y | -5.3% | +20.1% | -25.4% | -26.3% |
| 3Y | +119.1% | +77.6% | +41.5% | +2.2% |
| 5Y | +135.1% | +82.4% | +52.6% | +6.8% |
| 10Y | +611.6% | +316.8% | +294.8% | -1.5% |
| All | +1,386.1% | +817.1% | +569.0% | -32.9% |
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