+83.5%
EVTC vs VOO
+499.6%
-416.1%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.4% | +1.7% | +1.7% |
| 7D | -2.9% | +2.6% | -5.4% | -5.3% |
| 30D | +5.5% | -2.0% | +7.5% | +7.3% |
| 3M | +1.9% | -2.8% | +4.7% | +4.5% |
| 6M | +38.6% | +2.2% | +36.4% | +35.4% |
| YTD | +12.6% | +11.5% | +1.1% | +1.1% |
| 1Y | +11.3% | +13.5% | -2.1% | -1.9% |
| 3Y | -0.4% | +78.1% | -78.5% | -44.0% |
| 5Y | -23.6% | +73.1% | -96.7% | -56.1% |
| 10Y | +121.6% | +310.7% | -189.1% | -46.4% |
| All | +83.5% | +499.6% | -416.1% | -67.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling