+121.1%
EVV vs VOO
+817.1%
-695.9%
-40.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -0.9% | +0.1% | -1.0% | -0.9% |
| 30D | -1.0% | +0.1% | -1.0% | -1.0% |
| 3M | -0.1% | +2.0% | -2.1% | -1.0% |
| 6M | -2.3% | +13.0% | -15.4% | -7.4% |
| YTD | -3.1% | +13.6% | -16.7% | -8.3% |
| 1Y | -4.4% | +20.1% | -24.5% | -11.7% |
| 3Y | +27.9% | +77.6% | -49.7% | -0.8% |
| 5Y | +10.7% | +82.4% | -71.8% | -16.1% |
| 10Y | +60.9% | +316.8% | -255.9% | -13.2% |
| All | +121.1% | +817.1% | -695.9% | -7.5% |
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