+62.8%
EFXT vs VOO
+14.7%
+48.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.4% | +1.6% | -14.0% | -13.6% |
| 7D | -18.2% | -0.7% | -17.5% | -17.6% |
| 30D | -18.3% | -1.1% | -17.2% | -17.4% |
| 3M | -8.0% | -0.3% | -7.6% | -7.5% |
| 6M | -25.3% | +7.4% | -32.6% | -28.8% |
| YTD | +33.1% | +13.4% | +19.7% | +22.2% |
| 1Y | +62.8% | +14.8% | +48.0% | +48.8% |
| All | +62.8% | +14.7% | +48.1% | +48.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling