+25.4%
ECVT vs VOO
+12.4%
+13.0%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.3% | +0.2% | +1.5% |
| 7D | +7.1% | +0.1% | +7.0% | +6.6% |
| 30D | +7.1% | -3.3% | +10.4% | +8.8% |
| 3M | +3.7% | -2.4% | +6.1% | +4.8% |
| 6M | -23.9% | +2.6% | -26.5% | -25.8% |
| YTD | +10.6% | +11.3% | -0.7% | +1.5% |
| All | +25.4% | +12.4% | +13.0% | +14.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling