+340.4%
EC vs VOO
+314.0%
+26.4%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.6% | +3.6% | +3.6% |
| 7D | +1.9% | +0.5% | +1.3% | +1.3% |
| 30D | +6.0% | -0.9% | +6.9% | +6.9% |
| 3M | +15.8% | +3.9% | +11.9% | +10.7% |
| 6M | +44.5% | +14.5% | +29.9% | +23.5% |
| YTD | +86.3% | +13.0% | +73.3% | +61.5% |
| 1Y | +104.4% | +19.4% | +85.0% | +66.2% |
| 3Y | +123.7% | +78.9% | +44.8% | +13.3% |
| 5Y | +151.3% | +82.3% | +69.0% | +20.8% |
| 10Y | +340.4% | +314.2% | +26.2% | -23.5% |
| All | +340.4% | +314.0% | +26.4% | -23.5% |
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