-99.4%
EVTL vs VOO
+149.2%
-248.6%
-99.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -3.5% |
| 7D | -7.7% | -2.0% | -5.7% | -5.1% |
| 30D | -37.5% | -1.7% | -35.9% | -36.0% |
| 3M | -73.2% | +4.7% | -78.0% | -74.6% |
| 6M | -86.1% | +12.6% | -98.7% | -87.7% |
| YTD | -89.6% | +11.8% | -101.4% | -90.7% |
| 1Y | -88.6% | +17.5% | -106.1% | -90.2% |
| 3Y | -96.8% | +77.0% | -173.8% | -97.9% |
| 5Y | -99.4% | +82.6% | -182.0% | -99.7% |
| All | -99.4% | +149.2% | -248.6% | -99.7% |
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