+163.6%
EFXT vs VOO
+325.3%
-161.7%
-79.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +2.1% |
| 7D | +3.0% | -0.8% | +3.7% | +3.4% |
| 30D | +7.2% | -1.1% | +8.2% | +7.9% |
| 3M | -4.3% | +3.9% | -8.2% | -6.5% |
| 6M | +5.7% | +13.6% | -7.9% | -2.1% |
| YTD | +49.1% | +12.7% | +36.4% | +38.9% |
| 1Y | +119.4% | +17.6% | +101.8% | +99.6% |
| 3Y | +290.3% | +77.3% | +213.0% | +189.3% |
| 5Y | +295.0% | +84.1% | +210.9% | +185.5% |
| All | +163.6% | +325.3% | -161.7% | +54.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling