+144.9%
ECHO vs VOO
+309.6%
-164.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.4% | +2.3% | +2.3% |
| 7D | +5.7% | +2.6% | +3.1% | +3.1% |
| 30D | +13.8% | -2.0% | +15.8% | +16.4% |
| 3M | +9.1% | -2.8% | +11.8% | +12.6% |
| 6M | -24.9% | +2.2% | -27.1% | -25.8% |
| YTD | -8.0% | +11.5% | -19.5% | -16.2% |
| 1Y | +42.9% | +13.5% | +29.4% | +28.1% |
| 3Y | +926.7% | +78.1% | +848.6% | +525.9% |
| 5Y | +230.4% | +73.1% | +157.2% | +105.1% |
| All | +144.9% | +309.6% | -164.8% | -26.4% |
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