+89.2%
EVTC vs VOO
+321.7%
-232.5%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.3% | -1.4% |
| 7D | -4.6% | -2.0% | -2.7% | -2.8% |
| 30D | -1.2% | -1.7% | +0.4% | +0.5% |
| 3M | +22.0% | +4.7% | +17.2% | +16.7% |
| 6M | +5.1% | +12.6% | -7.5% | -6.4% |
| YTD | +0.8% | +11.8% | -11.0% | -9.7% |
| 1Y | -12.5% | +17.5% | -30.0% | -25.4% |
| 3Y | -21.4% | +77.0% | -98.4% | -55.8% |
| 5Y | -34.1% | +82.6% | -116.7% | -64.4% |
| All | +89.2% | +321.7% | -232.5% | -61.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling