+43.3%
ECAT vs VOO
+72.0%
-28.6%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.4% | -0.8% |
| 7D | -1.9% | +0.1% | -2.0% | -2.0% |
| 30D | -4.2% | -3.3% | -0.9% | -1.6% |
| 3M | -10.7% | -2.4% | -8.3% | -9.0% |
| 6M | -2.1% | +2.6% | -4.7% | -4.0% |
| YTD | +3.5% | +11.3% | -7.8% | -4.8% |
| 1Y | +3.0% | +13.4% | -10.4% | -6.6% |
| 3Y | +59.5% | +80.3% | -20.8% | -0.3% |
| 5Y | +43.3% | +72.7% | -29.4% | -10.1% |
| All | +43.3% | +72.0% | -28.6% | -10.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling