+94.3%
EVTC vs SPY
+312.5%
-218.2%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +2.9% |
| 7D | -1.0% | -0.4% | -0.6% | -0.6% |
| 30D | +0.3% | -1.4% | +1.7% | +1.7% |
| 3M | +27.9% | +3.7% | +24.2% | +23.4% |
| 6M | +5.1% | +13.0% | -7.9% | -6.7% |
| YTD | +2.8% | +12.4% | -9.6% | -8.4% |
| 1Y | -12.4% | +18.5% | -30.9% | -26.0% |
| 3Y | -19.8% | +77.6% | -97.4% | -55.3% |
| 5Y | -33.2% | +81.7% | -114.8% | -63.9% |
| 10Y | +94.3% | +319.7% | -225.4% | -61.6% |
| All | +94.3% | +312.5% | -218.2% | -61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded SPY 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling