+260.6%
ECHO vs VEU
+53.0%
+207.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.3% | +1.9% | +2.0% |
| 7D | +2.3% | -1.9% | +4.2% | +4.5% |
| 30D | +4.4% | -0.7% | +5.1% | +5.3% |
| 3M | -20.3% | +4.9% | -25.2% | -24.2% |
| 6M | -15.3% | +9.8% | -25.2% | -23.5% |
| YTD | -15.5% | +15.3% | -30.8% | -28.0% |
| 1Y | +15.0% | +23.0% | -8.1% | -9.1% |
| 3Y | +409.1% | +73.5% | +335.7% | +184.1% |
| 5Y | +260.6% | +54.5% | +206.1% | +123.0% |
| All | +260.6% | +53.0% | +207.6% | +123.0% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU 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 VEU 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