+365.4%
EC vs VOO
+311.2%
+54.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.5% |
| 7D | -1.4% | +3.3% | -4.7% | -4.6% |
| 30D | -12.6% | -2.7% | -9.9% | -10.4% |
| 3M | -9.7% | -1.7% | -7.9% | -8.6% |
| 6M | +17.1% | +3.1% | +14.0% | +12.3% |
| YTD | +60.5% | +11.9% | +48.5% | +39.8% |
| 1Y | +58.1% | +12.1% | +46.1% | +37.3% |
| 3Y | +84.9% | +78.6% | +6.3% | -6.3% |
| 5Y | +99.8% | +73.8% | +26.0% | +2.2% |
| All | +365.4% | +311.2% | +54.2% | -8.0% |
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