-35.3%
EVTC vs VOO
+82.3%
-117.6%
-54.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -1.9% |
| 3M | +28.7% | +3.9% | +24.8% | +24.7% |
| 6M | +2.1% | +14.5% | -12.4% | -8.8% |
| YTD | +0.3% | +13.0% | -12.6% | -9.4% |
| 1Y | -15.0% | +19.4% | -34.4% | -26.9% |
| 3Y | -21.7% | +78.9% | -100.6% | -52.9% |
| 5Y | -35.3% | +82.3% | -117.5% | -62.0% |
| All | -35.3% | +82.3% | -117.6% | -62.0% |
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