+92.0%
EXEL vs VOO
+14.7%
+77.3%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VOO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.6% | -1.0% | -0.3% |
| 7D | +9.8% | -0.7% | +10.5% | +10.2% |
| 30D | +23.6% | -1.1% | +24.7% | +24.3% |
| 3M | +29.9% | -0.3% | +30.2% | +30.0% |
| 6M | +64.7% | +7.4% | +57.4% | +55.6% |
| YTD | +66.0% | +13.4% | +52.6% | +49.9% |
| 1Y | +92.0% | +14.8% | +77.2% | +71.8% |
| All | +92.0% | +14.7% | +77.3% | +71.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling