+368.7%
EC vs VOO
+309.6%
+59.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.4% | +1.1% | +1.1% |
| 7D | -0.8% | +2.6% | -3.3% | -3.3% |
| 30D | -13.8% | -2.0% | -11.8% | -12.3% |
| 3M | -10.3% | -2.8% | -7.6% | -8.3% |
| 6M | +19.9% | +2.2% | +17.7% | +16.0% |
| YTD | +61.6% | +11.5% | +50.1% | +41.3% |
| 1Y | +61.8% | +13.5% | +48.3% | +38.6% |
| 3Y | +83.6% | +78.1% | +5.5% | -6.7% |
| 5Y | +101.2% | +73.1% | +28.1% | +3.3% |
| All | +368.7% | +309.6% | +59.1% | -7.0% |
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