+65.8%
EC vs VOO
+12.4%
+53.5%
-14.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.3% | -2.0% | +0.8% |
| 7D | -3.5% | +0.1% | -3.5% | -3.3% |
| 30D | -7.9% | -3.3% | -4.5% | -8.4% |
| 3M | -7.0% | -2.4% | -4.6% | -7.2% |
| 6M | +23.5% | +2.6% | +20.9% | +24.8% |
| YTD | +63.5% | +11.3% | +52.2% | +70.9% |
| All | +65.8% | +12.4% | +53.5% | +73.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling