-89.3%
ECX vs VOO
+109.9%
-199.1%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.4% | -0.6% | -0.8% |
| 7D | 0.0% | +0.1% | -0.1% | -0.1% |
| 30D | -9.5% | +0.1% | -9.5% | -9.5% |
| 3M | -25.0% | +2.0% | -27.0% | -25.7% |
| 6M | -40.3% | +13.0% | -53.4% | -43.6% |
| YTD | -39.0% | +13.6% | -52.5% | -42.4% |
| 1Y | -31.4% | +20.1% | -51.5% | -36.6% |
| 3Y | -73.9% | +77.6% | -151.4% | -78.3% |
| 5Y | -89.2% | +82.4% | -171.6% | -91.1% |
| All | -89.3% | +109.9% | -199.1% | -91.1% |
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