-16.6%
ECVT vs VOO
+72.8%
-89.4%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.7% |
| 7D | +6.0% | -0.6% | +6.6% | +6.2% |
| 30D | +6.0% | -3.6% | +9.6% | +9.5% |
| 3M | +5.7% | -2.7% | +8.4% | +8.0% |
| 6M | -24.7% | +2.2% | -26.9% | -26.9% |
| YTD | +9.5% | +10.9% | -1.4% | -2.4% |
| 1Y | +24.1% | +11.3% | +12.8% | +10.3% |
| 3Y | +20.6% | +76.9% | -56.3% | -30.9% |
| 5Y | -16.6% | +73.5% | -90.1% | -52.0% |
| All | -16.6% | +72.8% | -89.4% | -52.0% |
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