+101.4%
EXE vs VOO
+81.6%
+19.8%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.3% |
| 7D | -2.7% | -0.4% | -2.4% | -2.5% |
| 30D | -0.4% | -1.4% | +1.0% | +0.5% |
| 3M | +9.5% | +3.7% | +5.8% | +6.6% |
| 6M | -9.3% | +13.0% | -22.4% | -17.1% |
| YTD | -10.9% | +12.4% | -23.3% | -18.5% |
| 1Y | +4.3% | +18.6% | -14.3% | -8.2% |
| 3Y | +18.8% | +78.1% | -59.2% | -24.2% |
| 5Y | +101.4% | +82.3% | +19.1% | +23.8% |
| All | +101.4% | +81.6% | +19.8% | +23.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling