+290.3%
EFXT vs VOO
+77.4%
+212.9%
-38.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.8% | +1.7% |
| 7D | +3.0% | -0.8% | +3.7% | +3.9% |
| 30D | +7.2% | -1.1% | +8.2% | +8.6% |
| 3M | -4.3% | +3.9% | -8.2% | -8.5% |
| 6M | +5.7% | +13.6% | -7.9% | -8.9% |
| YTD | +49.1% | +12.7% | +36.4% | +29.8% |
| 1Y | +119.4% | +17.6% | +101.8% | +81.7% |
| 3Y | +290.3% | +77.3% | +213.0% | +103.3% |
| All | +290.3% | +77.4% | +212.9% | +103.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling