+79.2%
ECH vs VOO
+82.6%
-3.4%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.2% |
| 7D | -0.4% | +0.1% | -0.5% | -0.5% |
| 30D | -0.3% | +0.1% | -0.4% | -0.4% |
| 3M | +3.7% | +2.0% | +1.7% | +2.2% |
| 6M | +2.9% | +13.0% | -10.1% | -6.0% |
| YTD | +2.7% | +13.6% | -10.9% | -6.5% |
| 1Y | +24.6% | +20.1% | +4.6% | +9.1% |
| 3Y | +54.7% | +77.6% | -22.8% | -0.2% |
| All | +79.2% | +82.6% | -3.4% | +11.6% |
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