+333.0%
EC vs VOO
+317.9%
+15.1%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.3% | -2.0% | -2.0% |
| 7D | -3.5% | +0.1% | -3.5% | -3.8% |
| 30D | -7.9% | -3.3% | -4.5% | -5.0% |
| 3M | -7.0% | -2.4% | -4.6% | -5.2% |
| 6M | +23.5% | +2.6% | +20.9% | +19.0% |
| YTD | +63.5% | +11.3% | +52.2% | +43.3% |
| 1Y | +65.2% | +13.4% | +51.7% | +41.5% |
| 3Y | +89.7% | +80.3% | +9.4% | -5.0% |
| 5Y | +95.8% | +72.7% | +23.1% | +0.8% |
| 10Y | +333.0% | +310.0% | +23.0% | -15.6% |
| All | +333.0% | +317.9% | +15.1% | -15.6% |
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