+24.1%
ECH vs VOO
+317.9%
-293.8%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.3% | -0.3% | +0.2% |
| 7D | +2.9% | +0.1% | +2.8% | +2.8% |
| 30D | -3.3% | -3.3% | 0.0% | -0.7% |
| 3M | -11.6% | -2.4% | -9.2% | -9.8% |
| 6M | -11.0% | +2.6% | -13.6% | -12.7% |
| YTD | -8.3% | +11.3% | -19.6% | -15.4% |
| 1Y | +3.9% | +13.4% | -9.6% | -5.6% |
| 3Y | +60.6% | +80.3% | -19.7% | +0.3% |
| 5Y | +64.6% | +72.7% | -8.1% | +5.5% |
| 10Y | +24.1% | +310.0% | -286.0% | -63.0% |
| All | +24.1% | +317.9% | -293.8% | -63.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling