-35.7%
ECHX vs VOO
+13.1%
-48.8%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +1.3% | -5.2% | -8.2% |
| 7D | +5.2% | -0.9% | +6.1% | +10.1% |
| 30D | +9.6% | -2.3% | +11.9% | +21.0% |
| 3M | +21.9% | -1.2% | +23.1% | +30.5% |
| 6M | -50.3% | +3.3% | -53.7% | -52.5% |
| YTD | -40.9% | +12.3% | -53.2% | -51.7% |
| All | -35.7% | +13.1% | -48.8% | -48.4% |
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 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