+196.7%
EXC vs VOO
+309.6%
-113.0%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.4% | +1.7% | +1.6% |
| 7D | +1.4% | +2.6% | -1.2% | -0.3% |
| 30D | +8.6% | -2.0% | +10.6% | +9.7% |
| 3M | +2.4% | -2.8% | +5.2% | +3.9% |
| 6M | +6.5% | +2.2% | +4.3% | +4.3% |
| YTD | +9.0% | +11.5% | -2.5% | +0.3% |
| 1Y | +4.6% | +13.5% | -8.9% | -5.1% |
| 3Y | +33.5% | +78.1% | -44.6% | -16.2% |
| 5Y | +41.4% | +73.1% | -31.7% | -10.5% |
| All | +196.7% | +309.6% | -113.0% | -11.8% |
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 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