-21.7%
EVTC vs VOO
+79.1%
-100.8%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.8% | -3.9% |
| 7D | -0.4% | +0.5% | -1.0% | -0.8% |
| 30D | -2.7% | -0.9% | -1.8% | -2.0% |
| 3M | +28.7% | +3.9% | +24.8% | +25.0% |
| 6M | +2.1% | +14.5% | -12.4% | -8.0% |
| YTD | +0.3% | +13.0% | -12.6% | -8.6% |
| 1Y | -15.0% | +19.4% | -34.4% | -26.0% |
| 3Y | -21.7% | +78.9% | -100.6% | -53.5% |
| All | -21.7% | +79.1% | -100.8% | -53.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling