+75.0%
ECG vs VOO
+31.9%
+43.1%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.9% | +2.2% |
| 7D | -24.0% | -0.6% | -23.4% | -23.8% |
| 30D | -30.0% | -3.6% | -26.3% | -25.0% |
| 3M | -35.0% | -2.7% | -32.3% | -31.5% |
| 6M | -47.5% | +2.2% | -49.7% | -49.3% |
| YTD | +0.2% | +10.9% | -10.7% | -15.9% |
| 1Y | -15.0% | +11.3% | -26.3% | -28.5% |
| All | +75.0% | +31.9% | +43.1% | +19.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling