-94.8%
EVTL vs VOO
+79.7%
-174.5%
-97.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | -2.0% |
| 7D | +3.7% | -0.9% | +4.7% | +4.8% |
| 30D | -15.1% | -2.3% | -12.8% | -10.7% |
| 3M | -53.1% | -1.2% | -51.9% | -52.0% |
| 6M | -84.3% | +3.3% | -87.6% | -85.3% |
| YTD | -92.2% | +12.3% | -104.5% | -93.8% |
| 1Y | -90.5% | +12.5% | -103.0% | -92.5% |
| All | -94.8% | +79.7% | -174.5% | -98.2% |
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