+251.0%
ECHO vs VOO
+81.6%
+169.4%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.5% | -1.8% | -1.7% |
| 7D | +5.3% | -0.4% | +5.7% | +5.8% |
| 30D | +2.4% | -1.4% | +3.8% | +4.0% |
| 3M | -21.8% | +3.7% | -25.5% | -24.6% |
| 6M | -16.9% | +13.0% | -30.0% | -26.6% |
| YTD | -16.0% | +12.4% | -28.4% | -25.3% |
| 1Y | +9.3% | +18.6% | -9.3% | -8.2% |
| 3Y | +406.2% | +78.1% | +328.2% | +198.1% |
| 5Y | +251.0% | +82.3% | +168.7% | +101.8% |
| All | +251.0% | +81.6% | +169.4% | +101.8% |
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