+38.9%
EVX vs VOO
+81.4%
-42.6%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.5% | -0.6% |
| 7D | -0.6% | -0.4% | -0.3% | -0.4% |
| 30D | -2.9% | -1.4% | -1.5% | -1.8% |
| 3M | +1.5% | +3.7% | -2.2% | -1.5% |
| 6M | -0.7% | +13.0% | -13.8% | -10.3% |
| YTD | +4.8% | +12.4% | -7.7% | -5.0% |
| 1Y | +3.9% | +18.6% | -14.7% | -10.0% |
| 3Y | +33.5% | +78.1% | -44.5% | -19.1% |
| All | +38.9% | +81.4% | -42.6% | -19.2% |
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