-99.6%
EVTL vs VOO
+75.1%
-174.7%
-99.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.3% | -0.3% | -0.9% |
| 7D | +3.7% | -0.9% | +4.7% | +4.5% |
| 30D | -15.1% | -2.3% | -12.8% | -12.2% |
| 3M | -53.1% | -1.2% | -51.9% | -52.3% |
| 6M | -84.3% | +3.3% | -87.6% | -84.8% |
| YTD | -92.2% | +12.3% | -104.5% | -93.2% |
| 1Y | -90.5% | +12.5% | -103.0% | -91.7% |
| 3Y | -94.9% | +79.2% | -174.1% | -97.0% |
| 5Y | -99.6% | +75.7% | -175.3% | -99.8% |
| All | -99.6% | +75.1% | -174.7% | -99.8% |
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