+57.5%
EVUS vs VOO
+94.7%
-37.2%
-15.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | 0.0% | -0.1% |
| 7D | +0.2% | +0.1% | +0.1% | +0.1% |
| 30D | +1.4% | +0.1% | +1.3% | +1.3% |
| 3M | +5.9% | +2.0% | +3.8% | +4.2% |
| 6M | +12.3% | +13.0% | -0.7% | +2.4% |
| YTD | +17.6% | +13.6% | +4.0% | +6.9% |
| 1Y | +22.7% | +20.1% | +2.6% | +6.9% |
| 3Y | +59.8% | +77.6% | -17.8% | +1.9% |
| All | +57.5% | +94.7% | -37.2% | -7.6% |
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