+93.0%
EVTC vs VOO
+324.3%
-231.3%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -0.5% | +2.9% | +2.8% |
| 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% | -9.7% | -8.4% |
| 1Y | -12.4% | +18.6% | -31.0% | -26.0% |
| 3Y | -19.8% | +78.1% | -97.9% | -55.1% |
| 5Y | -33.2% | +82.3% | -115.4% | -63.8% |
| All | +93.0% | +324.3% | -231.3% | -61.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling