-14.4%
ECVT vs VOO
+239.2%
-253.6%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.3% | +2.7% | +2.7% |
| 7D | +3.7% | -2.7% | +6.4% | +6.3% |
| 30D | +1.7% | -5.4% | +7.1% | +7.3% |
| 3M | -4.6% | -4.1% | -0.6% | -1.0% |
| 6M | -28.5% | +0.7% | -29.3% | -29.7% |
| YTD | +7.8% | +8.7% | -0.9% | -2.5% |
| 1Y | +25.6% | +11.0% | +14.7% | +11.2% |
| 3Y | +14.5% | +75.5% | -60.9% | -36.9% |
| 5Y | -14.2% | +68.4% | -82.5% | -50.7% |
| All | -14.4% | +239.2% | -253.6% | -74.8% |
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 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