+34.9%
EC vs VOO
+817.1%
-782.2%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.7% |
| 7D | +4.5% | +0.1% | +4.4% | +4.4% |
| 30D | +5.2% | +0.1% | +5.2% | +5.0% |
| 3M | +10.3% | +2.0% | +8.3% | +7.5% |
| 6M | +56.2% | +13.0% | +43.2% | +35.6% |
| YTD | +80.7% | +13.6% | +67.1% | +56.1% |
| 1Y | +100.3% | +20.1% | +80.2% | +62.5% |
| 3Y | +121.4% | +77.6% | +43.9% | +15.7% |
| 5Y | +137.6% | +82.4% | +55.2% | +17.2% |
| 10Y | +368.9% | +316.8% | +52.0% | -1.6% |
| All | +34.9% | +817.1% | -782.2% | -87.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling