+28.1%
ECL vs VOO
+82.3%
-54.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.1% | +0.1% |
| 7D | -0.8% | +0.5% | -1.3% | -1.2% |
| 30D | -2.5% | -0.9% | -1.5% | -1.7% |
| 3M | +8.3% | +3.9% | +4.4% | +4.6% |
| 6M | -1.1% | +14.5% | -15.6% | -12.4% |
| YTD | +6.5% | +13.0% | -6.4% | -4.6% |
| 1Y | +2.1% | +19.4% | -17.3% | -13.1% |
| 3Y | +57.6% | +78.9% | -21.3% | -11.5% |
| 5Y | +28.1% | +82.3% | -54.2% | -31.0% |
| All | +28.1% | +82.3% | -54.3% | -31.0% |
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