+118.4%
EBC vs VOO
+139.0%
-20.5%
-52.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.4% | +0.9% | +0.9% |
| 7D | +0.2% | +2.6% | -2.4% | -2.0% |
| 30D | +9.8% | -2.0% | +11.8% | +11.6% |
| 3M | -2.1% | -2.8% | +0.7% | +0.1% |
| 6M | +20.0% | +2.2% | +17.8% | +17.3% |
| YTD | +26.8% | +11.5% | +15.3% | +14.6% |
| 1Y | +35.1% | +13.5% | +21.6% | +20.2% |
| 3Y | +117.5% | +78.1% | +39.4% | +34.0% |
| 5Y | +27.4% | +73.1% | -45.7% | -20.5% |
| All | +118.4% | +139.0% | -20.5% | +17.3% |
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