+64.6%
ECH price history and return analytics
+57.4%
+7.2%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.6% | -0.6% | -0.4% |
| 7D | +2.9% | +0.4% | +2.5% | +2.5% |
| 30D | -3.3% | -2.6% | -0.7% | -0.9% |
| 3M | -11.6% | -3.2% | -8.3% | -8.8% |
| 6M | -11.0% | +0.9% | -12.0% | -11.7% |
| YTD | -8.3% | +11.3% | -19.6% | -16.5% |
| 1Y | +3.9% | +14.0% | -10.1% | -7.4% |
| 3Y | +60.6% | +75.8% | -15.3% | -3.8% |
| 5Y | +64.6% | +57.8% | +6.8% | +3.9% |
| All | +64.6% | +57.4% | +7.2% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 5y: compounded portfolio wealth divided by compounded VT 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…
5y analysis · Full analysis span regression · 6 months rolling