+11.1%
ECVT vs VOO
+75.0%
-63.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.4% | +6.5% | +6.5% |
| 7D | -0.6% | -4.7% | +4.1% | +4.1% |
| 30D | -1.8% | -5.9% | +4.1% | +4.1% |
| 3M | -11.1% | -4.5% | -6.6% | -7.3% |
| 6M | -30.9% | +1.9% | -32.7% | -33.2% |
| YTD | +4.6% | +8.4% | -3.8% | -6.2% |
| 1Y | +20.3% | +9.5% | +10.9% | +6.7% |
| All | +11.1% | +75.0% | -63.8% | -50.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling