+108.9%
ECON vs VOO
+814.1%
-705.2%
-45.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.1% | +1.1% |
| 7D | +2.0% | +0.1% | +1.9% | +1.9% |
| 30D | +5.1% | +0.1% | +5.0% | +5.0% |
| 3M | -0.5% | +2.0% | -2.6% | -1.9% |
| 6M | +21.0% | +13.0% | +8.0% | +9.6% |
| YTD | +32.6% | +13.6% | +19.0% | +19.7% |
| 1Y | +49.1% | +20.1% | +29.0% | +28.4% |
| 3Y | +80.8% | +77.6% | +3.2% | +9.5% |
| 5Y | +47.9% | +82.4% | -34.6% | -13.9% |
| 10Y | +61.4% | +316.8% | -255.5% | -60.2% |
| All | +108.9% | +814.1% | -705.2% | -77.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling