+58.6%
EVV vs VOO
+325.3%
-266.6%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.0% |
| 7D | -2.1% | -0.8% | -1.3% | -1.8% |
| 30D | -3.7% | -1.1% | -2.6% | -3.2% |
| 3M | -2.2% | +3.9% | -6.1% | -4.0% |
| 6M | -3.6% | +13.6% | -17.2% | -9.3% |
| YTD | -5.1% | +12.7% | -17.8% | -10.5% |
| 1Y | -5.8% | +17.6% | -23.3% | -12.9% |
| 3Y | +25.9% | +77.3% | -51.4% | -5.6% |
| 5Y | +7.4% | +84.1% | -76.7% | -21.9% |
| All | +58.6% | +325.3% | -266.6% | -24.8% |
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 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