+16.6%
EVSB vs VOO
+82.3%
-65.7%
-0.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | 0.0% |
| 7D | 0.0% | -2.0% | +2.0% | 0.0% |
| 30D | +0.3% | -1.7% | +1.9% | +0.3% |
| 3M | +1.0% | +4.7% | -3.7% | +1.0% |
| 6M | +2.0% | +12.6% | -10.6% | +1.9% |
| YTD | +2.7% | +11.8% | -9.0% | +2.7% |
| 1Y | +4.1% | +17.5% | -13.4% | +4.1% |
| All | +16.6% | +82.3% | -65.7% | +16.2% |
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