+260.6%
ECHO vs ITOT
+71.8%
+188.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +1.3% |
| 7D | +2.3% | -2.0% | +4.3% | +4.6% |
| 30D | +4.4% | -2.0% | +6.4% | +6.7% |
| 3M | -20.3% | +4.5% | -24.8% | -23.8% |
| 6M | -15.3% | +12.6% | -28.0% | -25.1% |
| YTD | -15.5% | +12.0% | -27.5% | -24.7% |
| 1Y | +15.0% | +17.3% | -2.3% | -2.3% |
| 3Y | +409.1% | +75.2% | +333.9% | +203.7% |
| 5Y | +260.6% | +74.0% | +186.6% | +116.4% |
| All | +260.6% | +71.8% | +188.8% | +116.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 ITOT 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