+144.8%
ECG vs VOO
+34.3%
+110.5%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -0.6% | +2.9% | +3.4% |
| 7D | +5.5% | +0.5% | +5.0% | +4.3% |
| 30D | -12.4% | -0.9% | -11.4% | -10.7% |
| 3M | -21.5% | +3.9% | -25.4% | -26.3% |
| 6M | +8.8% | +14.5% | -5.7% | -14.2% |
| YTD | +40.2% | +13.0% | +27.2% | +13.9% |
| 1Y | +59.8% | +19.4% | +40.4% | +20.0% |
| All | +144.8% | +34.3% | +110.5% | +61.1% |
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 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