-91.7%
ECX vs VOO
+106.0%
-197.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.5% |
| 7D | +1.2% | +2.6% | -1.4% | +0.1% |
| 30D | -12.9% | -2.0% | -10.9% | -12.6% |
| 3M | -24.6% | -2.8% | -21.8% | -24.1% |
| 6M | -25.0% | +2.2% | -27.1% | -26.1% |
| YTD | -52.9% | +11.5% | -64.4% | -55.5% |
| 1Y | -66.1% | +13.5% | -79.6% | -68.2% |
| 3Y | -75.6% | +78.1% | -153.7% | -79.7% |
| 5Y | -91.7% | +73.1% | -164.8% | -93.1% |
| All | -91.7% | +106.0% | -197.8% | -93.2% |
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