+55.8%
EVUS vs VOO
+92.7%
-36.9%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.5% | +0.4% | +0.2% |
| 7D | -0.4% | -0.4% | 0.0% | -0.1% |
| 30D | -0.4% | -1.4% | +0.9% | +0.6% |
| 3M | +6.0% | +3.7% | +2.3% | +3.1% |
| 6M | +13.3% | +13.0% | +0.3% | +3.3% |
| YTD | +16.4% | +12.4% | +3.9% | +6.5% |
| 1Y | +21.4% | +18.6% | +2.8% | +6.7% |
| 3Y | +60.1% | +78.1% | -17.9% | +1.8% |
| All | +55.8% | +92.7% | -36.9% | -7.9% |
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 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