-72.6%
ECX vs VOO
+79.1%
-151.7%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -0.6% | -3.3% | -3.3% |
| 7D | -3.8% | +0.5% | -4.4% | -4.3% |
| 30D | -8.2% | -0.9% | -7.2% | -7.3% |
| 3M | -19.8% | +3.9% | -23.7% | -22.9% |
| 6M | -43.1% | +14.5% | -57.6% | -49.6% |
| YTD | -41.3% | +13.0% | -54.2% | -47.4% |
| 1Y | -36.1% | +19.4% | -55.5% | -45.2% |
| 3Y | -72.6% | +78.9% | -151.4% | -84.6% |
| All | -72.6% | +79.1% | -151.7% | -84.6% |
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 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