-89.2%
ECX vs VOO
+106.5%
-195.7%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.3% |
| 7D | 0.0% | -2.0% | +2.0% | +1.0% |
| 30D | +1.9% | -1.7% | +3.6% | +2.8% |
| 3M | -13.8% | +4.7% | -18.6% | -15.9% |
| 6M | -22.6% | +12.6% | -35.2% | -26.6% |
| YTD | -38.4% | +11.8% | -50.1% | -41.4% |
| 1Y | -38.4% | +17.5% | -55.9% | -42.5% |
| 3Y | -71.2% | +77.0% | -148.2% | -75.9% |
| 5Y | -89.1% | +82.6% | -171.6% | -90.9% |
| All | -89.2% | +106.5% | -195.7% | -91.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling