+63.7%
ECON vs VOO
+325.3%
-261.5%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.7% | +0.9% |
| 7D | -0.6% | -0.8% | +0.2% | 0.0% |
| 30D | +3.6% | -1.1% | +4.6% | +4.5% |
| 3M | +0.4% | +3.9% | -3.5% | -2.4% |
| 6M | +21.8% | +13.6% | +8.2% | +11.2% |
| YTD | +31.8% | +12.7% | +19.1% | +21.1% |
| 1Y | +41.3% | +17.6% | +23.8% | +25.9% |
| 3Y | +83.0% | +77.3% | +5.7% | +18.5% |
| 5Y | +48.0% | +84.1% | -36.2% | -7.8% |
| All | +63.7% | +325.3% | -261.5% | -55.8% |
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 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