+160.8%
EXC vs VOO
+315.3%
-154.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.5% | -0.1% | -0.3% |
| 7D | +0.3% | -0.4% | +0.7% | +0.6% |
| 30D | -0.9% | -1.4% | +0.5% | 0.0% |
| 3M | -2.7% | +3.7% | -6.4% | -5.2% |
| 6M | -9.4% | +13.0% | -22.4% | -16.9% |
| YTD | +3.0% | +12.4% | -9.4% | -5.5% |
| 1Y | +5.1% | +18.6% | -13.5% | -7.2% |
| 3Y | +20.6% | +78.1% | -57.5% | -24.0% |
| 5Y | +45.7% | +82.3% | -36.5% | -11.7% |
| 10Y | +160.8% | +322.5% | -161.7% | -20.5% |
| All | +160.8% | +315.3% | -154.5% | -20.5% |
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